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dawnlinsk
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Member since ‎Mar 19, 2018
  • solutions
    2
  • Replies
    4
  • Upvotes Given
    1
  • Upvotes Received
    21
  • Ideas
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Dawn Linsk

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Solved
dawnlinsk on March 22, 2018
Sometimes we have multiple deals running for the same company and contact that are separate from each other. If we log an email via our email client (in our case we're using Google Suite) is there any way to specify what deal this relates to, or is read more
19 upvotes
15 Replies
Participant
March 23, 2018
Thank you, hopefully this'll be something to change in the next update.
Solved
dzungk on March 19, 2018
Hi, I want to create a set of designed tasks for prospecting leads, something likes: SET of Task: Prospecting --Task 1: Call 1 -- When: Day 1 --Task 2: Email 1 -- When: Day 2 --Task 3: Call 2 -- When: Day 3 ... Is there a way to archive th read more
0 upvote
4 Replies
Participant
March 22, 2018
The best option for this is to create a workflow, available on the Pro plan.
Solved
jarzyna on March 20, 2018
Newbie here, What is the best way to make a contact inactive? Would making a contact unqualified be the answer?
1 upvote
4 Replies
Participant
March 22, 2018
I've found the best way to handle this is to create a custom property called "Visibility", added it as a dropdown with the options Active or Archived...read more
Solved
dawnlinsk on March 22, 2018
Sometimes we have multiple deals running for the same company and contact that are separate from each other. If we log an email via our email client (in our case we're using Google Suite) is there any way to specify what deal this relates to, or is read more
19 upvotes
15 Replies
Participant
March 23, 2018
Thank you, hopefully this'll be something to change in the next update.
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