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JSamuel85
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Member since ‎Aug 17, 2023
  • solutions
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  • Replies
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  • Upvotes Given
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JSamuel85 on April 03, 2024
Hi, I am looking to create a report that analysis the deals we have where we have three closed options. Is this possible and which type of report is best please?
0 upvote
3 Replies
Contributor
April 03, 2024
We have 'closed - no slot', 'closed - price', 'closed - other' .
Solved
JSamuel85 on April 03, 2024
Hi, I am looking to create a report that analysis the deals we have where we have three closed options. Is this possible and which type of report is best please?
0 upvote
3 Replies
Contributor
April 03, 2024
We have 'closed - no slot', 'closed - price', 'closed - other' .
Solved
JSamuel85 on January 29, 2024
We have customer documentation that expires, so need to set a renewal date alert. We have a professional subscription, so how can I do this please?
2 upvotes
15 Replies
Contributor
March 26, 2024
Hi, I am now working on my owrkflow after setting a renewal date in for one company. The renewal date is 31.03.24 so within the 30 days, but it f...read more
Solved
JSamuel85 on February 20, 2024
Hi, we have a save the date email that has not sent to all we selected. Is this to do with our GDPR settings?
0 upvote
3 Replies
Contributor
February 20, 2024
Thank you, I have checked and the 136 it didn't get sent to have no subscription consent. How do we solve this please?
Solved
JSamuel85 on February 20, 2024
Hi, we have a save the date email that has not sent to all we selected. Is this to do with our GDPR settings?
0 upvote
3 Replies
Contributor
February 20, 2024
Thank you, I have checked and the 136 it didn't get sent to have no subscription consent. How do we solve this please?
Solved
JSamuel85 on February 14, 2024
Hi, We have documents that get checked and we want some sort of notification to show that it has been checked and by who. Is a task the best way to show this, or do they disappear once completed?
1 upvote
6 Replies
Contributor
February 14, 2024
I am looking where you have directed(contact record) and my tasks are not showing, whereas they are if I go in to tasks directly. So if we are basing...read more
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