Kate Woollard
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Total activity86
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Last activity
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Activity overview
Latest activity by Kate Woollard-
Kate Woollard commented,
A trigger to enable the contact owner to be updated to the deal owner. Part way through our sales process we need to change the deal owner to a role with limited permissions. It would be useful if ...
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Kate Woollard commented,
It looks like custom deal fields cannot be used as a merge field in an email template. This is a requested feature. If anyone would also find this useful, you can upvote here
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Kate Woollard commented,
Thanks Julia, I've installed to give it a go. I notice that Zendesk have a built in duplicate manager but it's never worked for me. Hopefully this plug in does. Also, it may have changed since you...
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Kate Woollard commented,
We have new leads come in all the time that are already customers and it creates a new lead rather than add to the existing customer. The email addresses are the same but they never merge. It's ann...
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Kate Woollard commented,
Also an issue for us. A duplicate options would be useful and I was surprised it doesn't exist
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Kate Woollard commented,
Easy to use and setup. I doubt we will use this feature in its current form. We would require the ability to add products to an email, ie so we can send customers an estimation. We are currently do...
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Kate Woollard created a post,
Reporting the Number of Deals from Returning Customers
I'm trying to report the number of contacts that have multiple deals over a given period. For example, how many deals created last month were from customers who we have won a deal previously. I ca...
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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 ...