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ColinC
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Member since ‎Jun 7, 2019
  • solutions
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  • Replies
    2
  • Upvotes Given
    42
  • Upvotes Received
    68
  • Ideas
    1

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Colin Caveney

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Activity

mikeyang10 on February 25, 2019
My team has come across an issue when using the meeting scheduling app for tradeshows. We want to create a calendar where users can book a meeting with us at a tradeshow. The problem that we've come across is that when the user opens up the meeting read more
72 upvotes
28 Replies
Participant
September 22, 2023
It looks like Calendly provides a service to do this, I've not tried it just yet but will report back when I do. https://help.calendly.com/hc/en...read more
mikeyang10 on February 25, 2019
My team has come across an issue when using the meeting scheduling app for tradeshows. We want to create a calendar where users can book a meeting with us at a tradeshow. The problem that we've come across is that when the user opens up the meeting read more
72 upvotes
28 Replies
Participant
September 22, 2023
It looks like Calendly provides a service to do this, I've not tried it just yet but will report back when I do. https://help.calendly.com/hc/en...read more
mariejansen on September 21, 2020
I would like to ability to bulk enroll all 1,000 contacts in a sequence at once (or at least more than 50).
104 upvotes
28 Replies
Participant
April 06, 2023
I'd like to add my support to this request too. We often will want to communicate with a large number of users with the follow up capabilities of...read more
ColinC on March 23, 2023
Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i read more
0 upvote
1 Reply
romi on April 23, 2019
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
38 upvotes
14 Replies
Participant
January 22, 2021
We're just starting to use more quotes and I was searching my spam email etc to see why people were having to message me to remind about requiring a ...read more
jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
337 upvotes
116 Replies
Participant
November 26, 2020
This is something we were also hoping was available. Here was our proposed use case: 1. Prospect enters their details on a HS landing page 2. W...read more
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