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KBoyer1
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Member since ‎Mar 14, 2024
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Kellie Boyer

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KBoyer1 on October 12, 2025
Record all activity that drove users to the website/form in the Activity log
Information about the latest source is saved and visible in the history of the latest traffic source field; however, it would be really valuable for the marketing and sales teams to have this recorded amongst the other activity. This would give grea read more
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KBoyer1 on September 23, 2025
How to reverse email opt out after someone re-enquires
We have had a lead re-enquire with us on our website where they consented to receiving communication from us, after unsubscribing a while ago. They will no longer receive communication from us. How can I amend their opt-in status without asking read more
Reply Discussion Enterprise
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KBoyer1
Contributor
May 13, 2025
Reply to How many contacts historically
Hi! Did you ever find a solution for this?
KBoyer1
Contributor
December 12, 2024
Reply to Allow Extra teams to be used in Rotate record to owner Workflow Assignment Actions
I don't understand why this isn't just standard.
KBoyer1
Contributor
November 25, 2024
Reply to Set Workflow enrollment windows by day of week and time of day
Having to manually change who is assigned each day, 7 days a week is tedious and a waste of time. Plus, every time someone goes into the workflow the...read more
KBoyer1
Contributor
November 25, 2024
Reply to Business Units: Leads from second Facebook page are being attributed to the account business unit
Hi Thanks for that, unfortunately it doesn't solve my issue. The Facebook page has been assigned to Business Unit B, but the forms that get c...read more
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