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Asked a question 2 months 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?

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?

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?

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?

Several users in my org have been reporting missing activities since yesterday. Previously scheduled activities are no longer showing up. Has anyone else seen this happen?

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Asked a question 2 months ago

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