Member since ‎Jun 7, 2019
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Colin Caveney

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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
20 Replies
May 18, 2023
Yes, still no response!! Nearly 4 years later and still a real pain. Can people suggest some good alternative systems?
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).
19 Replies
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 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
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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
14 Replies
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 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.
92 Replies
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. more
nc_3manfactory on November 27, 2019
The snippets feature for quickly adding often used phrases and short-form copy within emails would really benefit from supporting rich media like images. This would mean regularly used screenshots, diagrams, or graphics could be added with accompany read more
48 Replies
May 06, 2020
I'll add my support to this idea - the majority of snippets we want to generate for sales/marketing would want to include an image.
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