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AnnaKellett
Contributor
Member since ‎Dec 4, 2018
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  • Replies
    9
  • Upvotes Given
    14
  • Upvotes Received
    22
  • Ideas
    -1

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Anna Kellett

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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
376 upvotes
109 Replies
AnnaKellett
Contributor
February 17, 2022
We definitely need this to help with managing tasks and reporting.
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
227 upvotes
70 Replies
AnnaKellett
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
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
13 upvotes
7 Replies
AnnaKellett
Contributor
May 01, 2020
Thank you very much @warrendavey
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
AnnaKellett
Contributor
April 29, 2020
@warrendavey @Bryantworks ok I've created a video, hopefully this explains it better than my posts! 🙂 https://www.loom.com/share/c...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
AnnaKellett
Contributor
April 29, 2020
@warrendavey @Bryantworks ok I've created a video, hopefully this explains it better than my posts! 🙂 https://www.loom.com/share/c...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
AnnaKellett
Contributor
April 29, 2020
@warrendavey @Bryantworks ok I've created a video, hopefully this explains it better than my posts! 🙂 https://www.loom.com/share/c...read more
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