Member since ‎Apr 8, 2023
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Alain Joffe

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abbyghattas on December 31, 2019
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
44 Replies
June 13, 2023
Us too! Please make this a reality!
BSong on November 17, 2022
Tasks can be created from the sales extension tool - Chrome, Outlook on Web and Outlook on Desktop - and will be associated to the contact the email is sent to. However, if this email is logged to associated records to the contact, the task wi read more
April 08, 2023
This is exactly what we need too! the gmail extension speeds up the workflow amazingly, but the fact you have to manually open the contact record more
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