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AnnaKellett
Colaborador
Miembro desde ‎dic 4, 2018
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  • Me gusta otorgados
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  • Me gusta recibidos
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  • Ideas
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Belbel en Octubre 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
Responder Idea Tasks
532 Me gusta
148 Respuestas
AnnaKellett
Colaborador
Febrero 17, 2022
We definitely need this to help with managing tasks and reporting.
larry99 en Julio 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 Leer más
Responder Idea Marketing Emails
319 Me gusta
98 Respuestas
AnnaKellett
Colaborador
Septiembre 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...Leer más
warrendavey en Abril 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 Leer más
Responder Idea Deals Workflows
18 Me gusta
8 Respuestas
AnnaKellett
Colaborador
May 01, 2020
Thank you very much @warrendavey
AnnaKellett en Abril 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 Leer más
Responder Conversación
2 Me gusta
19 Respuestas
AnnaKellett
Colaborador
Abril 29, 2020
@warrendavey @Bryantworks ok I've created a video, hopefully this explains it better than my posts! 🙂 https://www.loom.com/share/c...Leer más
AnnaKellett en Abril 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 Leer más
Responder Conversación
2 Me gusta
19 Respuestas
AnnaKellett
Colaborador
Abril 29, 2020
@warrendavey @Bryantworks ok I've created a video, hopefully this explains it better than my posts! 🙂 https://www.loom.com/share/c...Leer más
AnnaKellett en Abril 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 Leer más
Responder Conversación
2 Me gusta
19 Respuestas
AnnaKellett
Colaborador
Abril 29, 2020
@warrendavey @Bryantworks ok I've created a video, hopefully this explains it better than my posts! 🙂 https://www.loom.com/share/c...Leer más
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