Hey Guys, Wanted to see if anyone knows how to get the last activity column to work to include when I send an email to an account etc. I realize that it is only updating for manual entries but is not tracking email activity. Thanks in advance!
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
Are there plans to add project imports and add insight reporting for projects any time soon?
Am I the only one who can't get Pipeline's Chat with us feature to work? That's a bad sign when I first sign up for this service, and their chat help doesn't even work. What the heck?
So I have some organizations that have been deleted. Is there an easy way to recover those orgs?
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