The labels on emails are not visible till you open the "View Full Conversation" pop-up window in the Deal views. As all the emails are displayed as a list inside the Deal view (BTW I really wish and asked to be able by default to group them by conversations, long scrolling and confusing if not possible like now), it would…
Hi Guys, Considering it's not possible to pull fields from Activities into email templates, is there a workaround to include the time/date of appointments into automated email reminders? Ideally in a 12 hour format. Thank you! David
Please advise how I mark a lead as lost
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
I wish to select more emails and make two kind of bulk operations: link them to a project or a deal assign them a label It is possible?
Hello! Is there a process for combining deals into over overarching deal
So I have some organizations that have been deleted. Is there an easy way to recover those orgs?
Would people find it help to sort sent emails by number of times they were opened? I would like to reach out to those who open multiple times because they are most likely to engage. Thoughts?
Hi - I have the essentials plan - I hope this isn't a limitation. The Insights tab came prepopulated with the "deals won over time" report, but no data. I have 4 won deals in October, nothing showing up. I did some research & saw the report is based partly on "won time" and so I tried to update that field in each Deal. It…
Hi, Newbie here... If I send a group email, are the contacts emailed individually?
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