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Asked a question 2 years ago

How can I create a filter to show people who have completed a particular task previously?

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How can I creat a task fo the team / team members and then know if it was completed or not?

How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?

Contacts Timeline - We most often create a filter set to take advantage of contacting a group of people on regular ... to contact people in that group again?

I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 ... mother company only would be better.

Add a way to track emails on the filters. To be able to filter contacts that have opened an email.

How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a stage, the team ... previous task in the workflow is done?

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Asked a question 2 years ago

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