プロフィール

ColinC
参加者
コミュニティー参加日: ‎6 7, 2019
  • ベストアンサー数
    0
  • 件の返信
    2
  • いいね!した数
    45
  • いいね!獲得数
    68
  • ご意見・ご提案
    1

自己紹介

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Colin Caveney

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アクティビティ

mikeyang10 2月 25日, 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 続きを読む
86 いいね!
31 コメント
参加者
9月 22日, 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...続きを読む
mikeyang10 2月 25日, 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 続きを読む
86 いいね!
31 コメント
参加者
9月 22日, 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...続きを読む
mariejansen 9月 21日, 2020
I would like to ability to bulk enroll all 1,000 contacts in a sequence at once (or at least more than 50).
129 いいね!
38 コメント
参加者
4月 06日, 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...続きを読む
ColinC 3月 23日, 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 続きを読む
0 いいね!
1 コメント
romi 4月 23日, 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 続きを読む
38 いいね!
14 コメント
参加者
1月 22日, 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 ...続きを読む
jmoss 11月 12日, 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.
377 いいね!
123 コメント
参加者
11月 26日, 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...続きを読む
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