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AnnaKellett
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Member since ‎Dec 4, 2018
Message
  • solutions
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  • Replies
    9
  • Upvotes Given
    14
  • Upvotes Received
    15
  • Ideas
    -1

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Anna Kellett

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Activity

Belbel on October 05, 2020
Customize the Task types
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
Reply Idea Tasks
265 upvotes
81 Replies
CBohnet
Member
July 06, 2022
Glad this thread is continuing. I am a recovering salesforce user and not being able to modify the task object is a killer for me. Seems like such an...read more
larry99 on July 27, 2018
Marketing emails to secondary email addresses
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
Reply Idea Marketing Emails
192 upvotes
55 Replies
Paula
Participant | Partner
June 22, 2022
Upvote! Need this feature; some clients send staff EDMs and often their staff members' work emails are replaced by their personal emails when the...read more
warrendavey on April 30, 2020
Allow Deals to be triggered off of the same workflow that created them.
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
Reply Idea Deals Workflows
11 upvotes
5 Replies
DTaylor5
Member
June 10, 2022
This is a blocker for us as well. We have built a workflow that takes all deals with a Stage of "Closed Won" with a contract end date in the next qua...read more
AnnaKellett on April 23, 2020
Deals enrolling in a workflow if created by the same workflow
I've just created a workflow to create renewal deals when a customer signs up to our services. Deal (1) closed as won > workflow creates renewal deal (2) I want the workflow to continue creating deals year on year, but when deal (2) enrol read more
Reply Discussion
1 upvote
14 Replies
carl-sitback
Participant
October 04, 2021
Great walkthrough @Bryantworks - super clear and seems to solve the problem, albeit with another tool.
AnnaKellett on April 23, 2020
Deals enrolling in a workflow if created by the same workflow
I've just created a workflow to create renewal deals when a customer signs up to our services. Deal (1) closed as won > workflow creates renewal deal (2) I want the workflow to continue creating deals year on year, but when deal (2) enrol read more
Reply Discussion
1 upvote
14 Replies
carl-sitback
Participant
October 04, 2021
Great walkthrough @Bryantworks - super clear and seems to solve the problem, albeit with another tool.
AnnaKellett on April 23, 2020
Deals enrolling in a workflow if created by the same workflow
I've just created a workflow to create renewal deals when a customer signs up to our services. Deal (1) closed as won > workflow creates renewal deal (2) I want the workflow to continue creating deals year on year, but when deal (2) enrol read more
Reply Discussion
1 upvote
14 Replies
carl-sitback
Participant
October 04, 2021
Great walkthrough @Bryantworks - super clear and seems to solve the problem, albeit with another tool.
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