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StephThy
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Aug 30, 2018
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Activity

dougroberts on October 26, 2020
Workflow Automation Triggered on Activity
Hi All, I'm trying to create a workflow when a particular Activity occurs, but struggling to get the right enrollment trigger. Workflow Goal: As a Customer Service team I would like a Ticket to be automatically created when a customer leav read more
Reply Discussion Integrations Professional Sales Service Workflows
6 upvotes
4 Replies
StephThy
Participant | Elite Partner
October 30, 2020
We have the exact same use case! We would like to have a ticket created every time an Aircall activity gets logged on the contact record.
dhills on July 10, 2020
Best Procedures For Tracking Recurring Deals?
How does your organization track deals that renew year to year or a deal that comes about specifically from another deal? A little bit of background, I work for an EdTech company and currently we create separate deals each year for our schools. read more
Reply Discussion How To
0 upvote
6 Replies
StephThy
Participant | Elite Partner
July 13, 2020
What I would recommend in this scenario is to create a pipeline called "Renewals" and have renewal deals live there. As for cloning deals, ther...read more
virginiam on November 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the read more
Reply Idea Contacts & Companies Sales Reporting
535 upvotes
180 Replies
StephThy
Participant | Elite Partner
October 21, 2019
Omg please make this happen
ds_cv on February 05, 2019
Add contact and/or company timeline activity to deal from workflow
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more
Reply Idea Contacts & Companies Deals Workflows
75 upvotes
33 Replies
StephThy
Participant | Elite Partner
April 10, 2019
YES I AGREE! I currently have a contact workflow set up to automatically create a deal based on a contact record, but we also need this functionality...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
201 upvotes
91 Replies
StephThy
Participant | Elite Partner
August 30, 2018
This is an issue that literally dozens of my clients have run into. Please create this function!
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