Rodger
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Total activity63
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Last activity
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Member since
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Following0 users
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Followed by0 users
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Votes8
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Subscriptions24
Activity overview
Latest activity by Rodger-
Rodger commented,
Another thing that I would like to see is a sortable field for Mailchimp subscriptions. Right now, I am never sure if all of my customers are subscribed or not. Adding a field that could be sorte...
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Rodger commented,
Dane If Automated Actions cannot be tailored to individual preferences, then this functionality is not very valuable. If you want to create a truly great program, then each agent or team should be...
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Rodger commented,
Is there a way to customize these actions for individual sales reps rather than the whole team? Our sales team has 5 people and each of us have different styles and different types of customers. ...
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Rodger commented,
Dan Livingston Dane I have the same issue. It seems absurd that we enter the first and last names in separate fields yet we cannot extract that data in a Smartlist. Apparently the only solution i...
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Rodger commented,
Laura Hippert. This doesn't work either. The "person" field brings up both the first and last names, just like the field in the smart list that says "contact." It is no different. It is unbelie...
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Rodger commented,
Dane. The issue is that the Smartlist does not contain the field that I need and the complete Account Export doesn't work because it never stops running. I have let it run for 30-60 minutes and it...
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Rodger commented,
So does anyone have any clues how to export first names from a Smart list because First Name is not a field option.
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Rodger commented,
Is there no way to copy an existing template to use it to create a new one? I know that I can copy the text but there isn't a way to copy attachments.
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Rodger commented,
Laura Hippert. One problem with exporting from a smart list is that smart lists do not have a field for first name. They have "contact" which is a single field that contains the first and last nam...
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Rodger commented,
Is there a way to export activity logs? I know that there is statical reporting available for activity logs but I was hoping to see more details in a report format.