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AnnaKellett
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Member since ‎Dec 4, 2018
  • solutions
    0
  • Replies
    9
  • Upvotes Given
    14
  • Upvotes Received
    29
  • Ideas
    -1

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Anna Kellett

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Activity

Belbel on October 05, 2020
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
672 upvotes
183 Replies
Contributor
February 17, 2022
We definitely need this to help with managing tasks and reporting.
larry99 on July 27, 2018
You should be able to send marketing emails to the secondary email address field. We market primarily to couples who each have their own email address but are really one customer. As it stands now, you can only send marketing emails like newslette read more
350 upvotes
107 Replies
Contributor
September 14, 2021
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
warrendavey on April 30, 2020
Right now if I want to create a deal from a workflow I can. But if I want the new deal to trigger the same workflow I can't. I understand the loop effect but would like it if the parameters are changed or delayed in some way without a conflic read more
20 upvotes
9 Replies
Contributor
May 01, 2020
Thank you very much @warrendavey
Thomas_Vanguard on September 18, 2017
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
70 upvotes
27 Replies
Contributor
April 23, 2020
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
Thomas_Vanguard on September 18, 2017
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
70 upvotes
27 Replies
Contributor
April 23, 2020
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
Solved
AnnaKellett on December 30, 2019
I recently changed the name of one of the call & meeting types to provide clarity on when to use. It was previously called 'First outreach call' and I've changed it to First outreach call (MQL). I expected the new label to update all histori read more
24 upvotes
9 Replies
Contributor
January 03, 2020
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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