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IRemington
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Member since ‎Sep 29, 2023
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Ian Remington

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IRemington on June 05, 2024
We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to th read more
0 upvote
3 Replies
Participant
June 06, 2024
Thanks Matt, In general, was trying to avoid tasks (or really anything manual). I had thought about the Sequence as well (but again, involves a s...read more
IRemington on June 05, 2024
We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to th read more
0 upvote
3 Replies
Participant
June 06, 2024
Thanks Matt, In general, was trying to avoid tasks (or really anything manual). I had thought about the Sequence as well (but again, involves a s...read more
Solved
IRemington on September 29, 2023
I have what I believe to be a relatively simple concept that I'm struggling to find in HS. I'm assuming this would be a report but would be just as open to a view/list. Concept: My brand new CSM has a list of 20 accounts We agree that a phone read more
0 upvote
3 Replies
Participant
September 29, 2023
Good question. Time definitely does have relevance here (in some instances, and not in others). I could explore the list based on Acitvtiy within {x}...read more
Solved
IRemington on September 29, 2023
I have what I believe to be a relatively simple concept that I'm struggling to find in HS. I'm assuming this would be a report but would be just as open to a view/list. Concept: My brand new CSM has a list of 20 accounts We agree that a phone read more
0 upvote
3 Replies
Participant
September 29, 2023
Good question. Time definitely does have relevance here (in some instances, and not in others). I could explore the list based on Acitvtiy within {x}...read more
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