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LBeer3
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Member since ‎Jan 16, 2024
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Lawrence Beer

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liberworm on June 09, 2020
Separate new email when received from closed ticket
Many of our clients have a tendancy to go to their last support ticket email string and use it to send in a new support request after their original request has already been resolved and closed. Our agents will reply and since this email is associat read more
Reply Discussion Tickets
11 upvotes
4 Replies
LBeer3
Participant
April 05, 2024
Hi, Has this been resolved. We would like to be able to split tickets but it looks like this is still not an option.
LBeer3 on March 26, 2024
Playbooks mandatory before moving leads to deals
We have an issue that the sales team dont always fill out mandatory information with playbooks before creating deals from leads. It would be useful to make it a required task to complete a playbook.
Reply Idea Deals Playbooks
0 upvote
0 Reply
Monjogard on February 02, 2021
Field dependencies in Playbooks
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
Reply Idea Playbooks
190 upvotes
52 Replies
LBeer3
Participant
March 06, 2024
100% need this feature. Would be super helpful
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