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Ayuko
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Member since ‎Jun 19, 2019
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Ayuko Miyahara

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bellawu on April 06, 2017
Featured to include personalization tokens in tasks created by workflows
The CRM task and deal creation as part of the marketing workflows is a huge help! But I would love to be able to include personalization tokens as part of the body of the task. Sales people don't have time to dig through mounds of properties to find read more
Reply Idea Workflows
8 upvotes
2 Replies
Ayuko
Member
January 12, 2020
Hi I would like to have a personalised token to be added into a task in Sequence. Then I can set a trigger. (e.g. adding a token of "Contract Sigen...read more
RashaAbdAllah on January 13, 2019
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I think we need to add a feature to stop automatic adding the attachments from the received emails so any user should be able to enable or disable this option.
Reply Idea Contacts & Companies
53 upvotes
21 Replies
Ayuko
Member
December 09, 2019
I cannot agree more - because of this function, people cannot find what they look for and I have to find it for them. Its a double handling....
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