Kate Woollard
-
Total activity22
-
Last activity
-
Member since
-
Following0 users
-
Followed by0 users
-
Votes9
-
Subscriptions8
Activity overview
Latest activity by Kate Woollard-
Kate Woollard commented,
Hi there, Can contact custom fields be transferred when a deal is created, or is it only lead fields that can be transferred to a deal?
-
Kate Woollard commented,
Can sequence triggers be added to the list please. I'd like the ability to trigger a deal stage move once a sequence has been completed in full. Thank you
-
Kate Woollard created a post,
Sell Suggestion: Email templates can be assigned to groups or teams
It would be useful to have the ability to share email templates by group or sales team. We have many templates and even using the tag filter adds another step for the sales rep. It would help to s...
-
Kate Woollard commented,
What do we do if we are importing contacts without a last name?
-
Kate Woollard commented,
We are trying to forward attachments to the zendesk ticket which have come through to our personal email so we can reply to the customer via zendesk. Will try Heathers work around. We are also new...