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AndreaWeir
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Member since ‎Mar 28, 2018
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Andrea Weir

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AndreaWeir
Member
October 03, 2019
Reply to Define our Fiscal Year / Quarters
Any update on this functionality? This is very much needed.
AndreaWeir
Member
September 26, 2019
Reply to Prevent CC'd email addresses from being created as contacts
This is ABSOLUTELY necessary. The lack of ability to turn off this automatic creation of contacts creates multiple issues in CRM and makes it nearly ...read more
AndreaWeir
Member
July 25, 2019
Reply to Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?
Thanks for your response Alyssa - this is so interesting! You described my issue at Plum to a t. What we ended up doing after this post was crea...read more
AndreaWeir
Member
January 23, 2019
Reply to Tracking Documents from File Manager
Agreed. Marketing files in the file manager should have the exact same tracking and analysis capabilities as sales documents.
AndreaWeir
Member
January 08, 2019
Reply to Customize Meeting Reminder & Meeting Booked Emails
Yes, this needs to be implemented. Contacts are also sometimes confused because we don't have the ability to insert key info into the confirmation em...read more
AndreaWeir
Member
December 04, 2018
Reply to Allow same content to be connected to multiple Campaigns
Yes. This is a much needed feature. Some of my campaigns are pain point or use case based; some are channel based. It makes no sense that an asset ca...read more
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