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miketaus
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Member since ‎Dec 18, 2018
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Michael Taus

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miketaus
Participant
June 29, 2022
Reply to Workflow - Ability to Create Notes
+1 to add a Note template via a Workflow.
miketaus
Participant
May 17, 2022
Reply to Use Deal Properties in Forms
+1 to this idea. We send new prospects a demo intake form and we'd like to write these answers to the deal information.
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miketaus on October 06, 2021
What do you do w Leads that move Companies?
We target an industry that has pretty high turnover, so our Leads move to new companies frequently. For example, we had a lead that we targeted last year; they switched companies and then filled a form w their new corp email. I'd like to preser read more
Reply Discussion Professional
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