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AnnaKellett
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Member since ‎Dec 4, 2018
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  • solutions
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  • Replies
    9
  • Upvotes Given
    14
  • Upvotes Received
    31
  • Ideas
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AnnaKellett
Contributor
February 17, 2022
Reply to Customize the Task types
We definitely need this to help with managing tasks and reporting.
AnnaKellett
Contributor
September 14, 2021
Reply to Marketing emails to secondary email addresses
Really need to be able to send emails to secondary email address or be able to quickly and easily bulk swap them over at the very least so that 2 ema...read more
AnnaKellett
Contributor
May 01, 2020
Reply to Allow Deals to be triggered off of the same workflow that created them.
Thank you very much @warrendavey
AnnaKellett
Contributor
April 23, 2020
Reply to Associate a Deal to a Task in a Workflow
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
AnnaKellett
Contributor
April 22, 2020
Reply to Associate a Deal to a Task in a Workflow
@MeganLegge I've just created a workflow so that when a deal is closed as won, it creates a renewal deal with a close date due in 12 months and the...read more
AnnaKellett
Contributor
January 03, 2020
Reply to Call and meeting types - bulk edit?
Thanks for the reply @KCampbell Disappointing, but at least I know it wasn't me just missing how to do it! Thanks Anna
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