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Mandelyn
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Member since ‎Sep 19, 2023
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Mandelyn on April 22, 2025
Deal tag that can be assigned manually
Currently part of the deal tag creation process includes applying filters. I'd like to create a tag labeled On Hold that team members can apply when they are on top of a deal but the conversation is on hold awaiting something on the client side. Bec read more
Reply Idea Custom Objects
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Mandelyn
Participant
January 28, 2025
Reply to How to add Table in Email Body
I'm interested in this also. I'm using a drag and drop email template.
Mandelyn
Participant
May 07, 2024
Reply to Associate existing quote to a different deal
This happens from time to time in our organization also. Would be a great new feature.
Mandelyn on September 19, 2023
Hoping for an email module for pulled quotes/testimonials
Hello all! My organization sends out quarterly email newsletters. I'd love to start including a pulled quote/testimonial in each newsletter. My thinking is to create a module for this design that would stylistically separate the pulled quote/tes read more
Reply Discussion Custom Modules
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