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marshall_parr
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Member since ‎Oct 23, 2018
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marshall_parr
Participant
November 18, 2022
Reply to Create a deal each time a sequence is sent
That's really useful to know, thanks Karsten.
marshall_parr
Participant
November 18, 2022
Reply to Create a deal each time a sequence is sent
Thanks Karsten! Using this as my re-enrollment trigger worked! I now realise that my workflow will re-enroll based this criteria (whilst also ch...read more
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marshall_parr on November 18, 2022
Create a deal each time a sequence is sent
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
Reply Discussion Deals Sequences Workflows
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5 Replies
marshall_parr
Participant
June 21, 2022
Reply to Save list performance report over time to Dashboards
Agreed, this needs to be implemented.
marshall_parr
Participant
March 14, 2022
Reply to Customize the 5 Sales Templates Seen by Free Users
Can't believe this is still an issue! I found a workaround that worked - Overwrite the templates they did have access to, with the content of the...read more
marshall_parr
Participant
December 30, 2019
Reply to Option to enable/disable attachments saving to Companies/Contacts
As above, we need a solution to this.
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