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shanestiles
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Nov 19, 2018
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Shane Stiles

Agency owner, developer, marketer.

Activity

shanestiles
Participant | Platinum Partner
February 02, 2022
Reply to Allow custom email activity association with Deals via Outlook
This is absolutely crazy that this happens. In fact, there should be an overall setting to remove Deals that are closed from appearing in association...read more
shanestiles
Participant | Platinum Partner
December 03, 2020
Reply to Creating contacts and/or companies in workflows
Need this in order to create joint or similar applicant/holder processes. This is key functionality in the financial industry.
shanestiles
Participant | Platinum Partner
June 14, 2020
Reply to Quick Tip: Associating Contacts, Companies, and Deals - A Case Study in Lemonade
I understand the analogy, and while conceptually it works as a way to group contacts together, with many users it doesn't. I do this now as a way to ...read more
shanestiles
Participant | Platinum Partner
November 03, 2019
Reply to Allow external pages to be associated with a Campaign
Agreed. Definitely WordPress but of course any other CMS. And more than just CMS, there may be articles that appear on other websites, links and 3rd ...read more
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