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CFrakes
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Member since ‎May 13, 2024
  • solutions
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  • Replies
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  • Upvotes Given
    36
  • Upvotes Received
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  • Ideas
    3

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Christine Frakes

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Participant
January 28, 2025
Agree - this feature definitely needs to be added.
Participant
January 28, 2025
This is definitely needed. Plus there seems to be a change - incoming emails used to be associated to the contact and the open deal, but now they ar...read more
Participant
January 15, 2025
We are struggling with this too. We want HS to not create new leads when one is already open for the contact as it just floods our Leads and does no...read more
CFrakes on January 15, 2025
We have updated our pipelines for Deals and Leads to better fit with our processes. We have created workflows to move the pipeline and stage from one to another when certain conditions are met, but it will only change the stage, not the pipeline. read more
4 upvotes
1 Reply
Participant
October 31, 2024
WOW! I came here trying to find an answer to how we can use sequences (we don't currently because they can't be linked to a team/shared email) and h...read more
Participant
October 31, 2024
Completely agree @jaybaum . We aren't using Sequences as they have to use personal email addresses and we are still trying to figure out what happ...read more
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