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Mark Elliott

Joined Jan 05, 2022

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Last activity Feb 23, 2022

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ACTIVITY OVERVIEW

Latest activity by Mark Elliott

Mark Elliott commented,

CommentWorking with leads and contacts

Hi, after the completion of a lead capture form, the following text is shown to the prospective client:

 

Thanks for your inquiry.
We will contact you as soon as possible.

 

Is there any way to change this please, the spelling of inquiry is Americanised and we would like to change the wording regardless. . 

View comment · Posted Feb 23, 2022 · Mark Elliott

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Mark Elliott commented,

CommentCreating tasks and appointments

Is it possible to provide a web form for a prospect to request an appointment? We don't have exchange 365 so cannot use calendly. 

View comment · Posted Jan 27, 2022 · Mark Elliott

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Mark Elliott commented,

CommentUsing Sell reports

hi is it possible to set up the reports to be emailed to our execs on a set period please, e.g. weekly or monthly? 

 

View comment · Edited Jan 05, 2022 · Mark Elliott

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