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Mark Elliott

Data ingresso 05 gen 2022

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Ultima attività 23 feb 2022

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Mark Elliott ha commentato,

CommentoWorking 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. . 

Visualizza commento · Data ultimo post: 23 feb 2022 · Mark Elliott

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Mark Elliott ha commentato,

CommentoCreating 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. 

Visualizza commento · Data ultimo post: 27 gen 2022 · Mark Elliott

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Mark Elliott ha commentato,

CommentoUsing 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? 

 

Visualizza commento · Data ultima modifica: 05 gen 2022 · Mark Elliott

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