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StephThy
Participante | Partner nivel Elite
Participante | Partner nivel Elite
Miembro desde ‎ago 30, 2018
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dougroberts en Octubre 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 Leer más
Responder Conversación Integrations Professional Sales Service Workflows
7 Me gusta
4 Respuestas
StephThy
Participante | Partner nivel Elite
Octubre 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 en Julio 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. Leer más
Responder Conversación How To
1 Me gusta
6 Respuestas
StephThy
Participante | Partner nivel Elite
Julio 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...Leer más
virginiam en Noviembre 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 Leer más
Responder Idea Contacts & Companies Sales Reporting
539 Me gusta
181 Respuestas
StephThy
Participante | Partner nivel Elite
Octubre 21, 2019
Omg please make this happen
ds_cv en Febrero 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 Leer más
Responder Idea Contacts & Companies Deals Workflows
75 Me gusta
33 Respuestas
StephThy
Participante | Partner nivel Elite
Abril 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...Leer más
Babel_Gem en Junio 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 Leer más
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 Me gusta
91 Respuestas
StephThy
Participante | Partner nivel Elite
Agosto 30, 2018
This is an issue that literally dozens of my clients have run into. Please create this function!
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