Right now, tasks don't show up anywhere unless we manually click into tasks. It would be really useful to be able to add tasks to cards so that we can see a preview on the record preview or deal board view without having to enter the record to see i 続きを読む
Hi Jacob, Thank you kindly you, this has been most helpful! However, I wanted to send this automated email as part of a workflow that already exis...続きを読む
Hi Community! I'd like to know how to work around the following items within a workflow without Zapier. 1. Create an email with a scheduling link (End goal: customer schedules a meeting with the deal owner) 2. Track if that meeting/call 続きを読む
Hi Community! I'd like to know how to work around the following items within a workflow without Zapier. 1. Create an email with a scheduling link (End goal: customer schedules a meeting with the deal owner) 2. Track if that meeting/call 続きを読む
Right now, tasks don't show up anywhere unless we manually click into tasks. It would be really useful to be able to add tasks to cards so that we can see a preview on the record preview or deal board view without having to enter the record to see i 続きを読む