Inés Cibrián

I often create tasks that I assign to other members of my team. I need a field where I can explain what the task consists of. Also, as many tasks are associated with specific calls, emails or notes, it would be great if each of these notes had a link that I could copy and share with my team. 

When I have a new client I put them in a pipeline to track their onboarding. It would be very useful for me to be able to automate a sequence of emails to make this onboarding as automatic as possible.

Weeks have passed and I still don't see the changes. Specifically the case I am referring to is that I created some test leads which I then deleted. If I go to the funnel report I still see how those deleted leads are still distorting my statistics. I hope this clarification helps to understand the problem. Thank you.

I created several test leads to see how data was recorded as I moved these leads through the sales pipeline. I then deleted these test leads on the assumption that the statistics generated by these leads would also be deleted.

The problem is that these stats are still recorded and I can't delete or filter them in the sales pipeline, so they skew the real data.

Right now you can bold merge tags, but if you save that text as a template you lose the formatting.