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sweas
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Member since ‎Oct 29, 2018
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  • Upvotes Given
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  • Upvotes Received
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Sean Weas

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matteomont on June 02, 2021
Hi there, I'd like to add a token to the email template to display date and time of meeting scheduled by sales agent. I only found the token "Contact: Date of last meeting booked in meetings tool" , but it works only for the meeting sched read more
3 upvotes
8 Replies
Participant
March 18, 2022
Hi! I'm searching for an out of the box solution to this problem myself - it seems a bit mad that inserting a timestamp in an email needs extra subsc...read more
sweas on October 29, 2018
I need the option to create two related automations. 1. When a deal is created for a Company, I would like to automatically associate the Deal with ALL of the contacts at that Company. 2. Similarly, if a Contact is created at a Compan read more
30 upvotes
3 Replies
Contributor
September 09, 2021
Yes this is needed, or at least a tick box to add all contacts to the deal when setting a new deal up. It's very time consuming to have to add each c...read more
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