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Tamsin
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Member since ‎Dec 12, 2018
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Tamsin Maccormack

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AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1386 upvotes
447 Replies
Tamsin
Member
October 02, 2019
I'd liek to add my suport to this request - it's really important to be able to customise this view, happy to keep the "baked" fields there but need ...read more
khughes on April 03, 2017
monthly recurring emails
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
Reply Idea Marketing Emails
261 upvotes
89 Replies
Tamsin
Member
December 13, 2018
I like JZ's idea but I'm struggling to get something to go out on the exact same date each month - so adding 30 days on to a date over a year moves t...read more
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