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jasonkerrnz
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Member since ‎May 30, 2019
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Jason Kerr

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jasonkerrnz
Participant
December 30, 2024
Reply to Required Fields for Quote
Approver does not help. YOu want your sales guys to have to complete a set of info before they send over the quote for approval, else every quoted y...read more
jasonkerrnz
Participant
February 23, 2023
Reply to Receiver needs to enter their email to receive document???
Josh, when you use Gmail to send emails (like most sales people do), the HS Documents are worthless as the open rates are < 1% as opposed to sendi...read more
jasonkerrnz
Participant
February 23, 2023
Reply to Receiver needs to enter their email to receive document???
Exactly right, when you use Gmail to send emails (like most sales people do), the customer is forced to enter an email. Not fun.
jasonkerrnz
Participant
February 05, 2023
Reply to Filter contacts which have no activity since two weeks
Yes, but what you really want to do is to be able to create lists and add contact/companies into Automations based on TIME SINCE their their last eng...read more
jasonkerrnz
Participant
December 17, 2022
Reply to Email list - sorting who has not been phone called yet.
This is not what he asked. Here is the use-case: I'm a sales rep, and I am cold calling a list of people I have creatd a list. I want to see whic...read more
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