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dawnlinsk
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Member since ‎Mar 19, 2018
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dawnlinsk
Participant
March 23, 2018
Reply to Logging emails when there are multiple deals for same company/contact
Thank you, hopefully this'll be something to change in the next update.
dawnlinsk
Participant
March 22, 2018
Reply to Is there a way to create a set of tasks?
The best option for this is to create a workflow, available on the Pro plan.
dawnlinsk
Participant
March 22, 2018
Reply to Making Contacts Inactive
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
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dawnlinsk on March 22, 2018
Logging emails when there are multiple deals for same company/contact
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
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