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Hein_Aggenbag
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veronicatavares on Março 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s Leia mais
Responder Idéia Sales Documents Sequences
151 avaliações positivas
65 Respostas
Hein_Aggenbag
Participante
Fevereiro 27, 2019
This would be great if I can add a quote, invoice or any document when personalizing the sequence email. It's easy...just add the little paperclip i...Leia mais
Solucionado
Hein_Aggenbag on Fevereiro 21, 2019
Filter "closed - lost" deals to see associated Contact email address
Hi, Is there a way I can Filter all my "closed - lost" Deals to see associated Contact email addresses? My goal is to send all the Lost Deals an email sequence. Currently, I am unable to associate the Contact email address with the Deals.
Responder Discussão
1 avaliações positivas
8 Respostas
Hein_Aggenbag
Participante
Fevereiro 25, 2019
Thanks, I only need the emails when I filter all the lost clients for the month for various ads. All of the best and thanks for the input.
Solucionado
Hein_Aggenbag on Fevereiro 21, 2019
Filter "closed - lost" deals to see associated Contact email address
Hi, Is there a way I can Filter all my "closed - lost" Deals to see associated Contact email addresses? My goal is to send all the Lost Deals an email sequence. Currently, I am unable to associate the Contact email address with the Deals.
Responder Discussão
1 avaliações positivas
8 Respostas
Hein_Aggenbag
Participante
Fevereiro 25, 2019
Thanks, I only need the emails when I filter all the lost clients for the month for various ads. All of the best and thanks for the input.
Solucionado
Hein_Aggenbag on Fevereiro 21, 2019
Filter "closed - lost" deals to see associated Contact email address
Hi, Is there a way I can Filter all my "closed - lost" Deals to see associated Contact email addresses? My goal is to send all the Lost Deals an email sequence. Currently, I am unable to associate the Contact email address with the Deals.
Responder Discussão
1 avaliações positivas
8 Respostas
Hein_Aggenbag
Participante
Fevereiro 25, 2019
Thanks, I only need the emails when I filter all the lost clients for the month for various ads. All of the best and thanks for the input.
Solucionado
Hein_Aggenbag on Fevereiro 21, 2019
Filter "closed - lost" deals to see associated Contact email address
Hi, Is there a way I can Filter all my "closed - lost" Deals to see associated Contact email addresses? My goal is to send all the Lost Deals an email sequence. Currently, I am unable to associate the Contact email address with the Deals.
Responder Discussão
1 avaliações positivas
8 Respostas
Hein_Aggenbag
Participante
Fevereiro 25, 2019
Thanks, I only need the emails when I filter all the lost clients for the month for various ads. All of the best and thanks for the input.
Solucionado
gdBI on Março 19, 2018
Snippet change to automatically update email Template
Hi, When I make a change to a snippet, I was expecting that change to automatically update in email templates where I've used the snippet. This is not happenning. Is the intended behaviour ... once a snippet is inserted into an email template, Leia mais
Responder Discussão
1 avaliações positivas
6 Respostas
Hein_Aggenbag
Participante
Fevereiro 21, 2019
Sorry for the late reply, but the problem sorted itself out 😉
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