Kate Woollard
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Total activity58
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Last activity
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Member since
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Followed by1 user
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Activity overview
Latest activity by Kate Woollard-
Kate Woollard commented,
I like your original setup, we would use this too. Similar situation, customers' that have 1,000's house lots assigned to them.
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Kate Woollard commented,
Ability to create their own email templates too
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Kate Woollard created a post,
Light User Access for Sell
Feature Request Summary: Can light agents be provided access to view deals and contacts in Sell Description/Use Cases: We have light agents that need to view a deals status, collaborate with sales ...
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Kate Woollard commented,
It doesn't look like light agents can view deals or send notes to sales via the sell app. Is this correct?
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Kate Woollard commented,
Hi Patrycja Walencik, Yes it does, apologies for the confusion
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Kate Woollard commented,
What are the main reasons for you using an email connection between your email and Sell? We like the ability to see all of a customers email history within the one place. We have many different e...
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Kate Woollard commented,
Hi Jakub, I think that might be a good work around for us. Thank you! I understand there is a lot of work going on with Triggers at the moment. I look forward to the releases as they become availab...
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Kate Woollard created a post,
Triggers are lacking
I'm disappointed with the triggers in Sell. I was expecting the triggers in sell to be as good as they are in support. Our request list for triggers in Sell: We need to allow sequences to be trig...
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Kate Woollard commented,
Some of my users are blocked out in notes when I use the @mention so I can't select them from the list. What could this be?
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Kate Woollard commented,
This would be very useful if we could assign fields to teams. We have a few different sales teams with their own set of custom fields. There are also standard fields that we don't use and it would ...