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已加入2021年5月13日
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Do you have an ETA for adding custom fields to triggers?
查看评论 · 已于 2022年8月23日 发布 · Owner
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There are a number of considerations, one being that you cannot send large volumes of emails from Sell. Another being whether you want the email logged in CRM or you want to report 'days since last communication'.
If your volumes are small, you could get the benefit of having the emails logged against the contact record by creating an email sequence using Zaps and based upon 'days since last communication' and the added benefit of sequences for deals.
An email sequence via an external email marketing tool would not suffice if you have more than one sequence for deal pipeline stages. In this case, maybe only zaps to SMS would be viable.
If your requirement is for contacts only, and deals have not been assigned, maybe you could keep them as leads or you could zap them into another pipeline as leads?
I.e. I only say this because I expect, an email sequence with automation at the deal level would take some time for Sell to release.
查看评论 · 已于 2021年5月07日 发布 · Owner
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I was previously of the opinion that email sequences were needed for contacts and deals, however, I no longer believe that to be the case i.e. the concept of applying such sequences is flawed unless you can add triggers and conditions e.g. a fixed sequence would not make sense unless it was based upon individual stages, however, it does makes sense at the lead level because leads do not sit within pipeline stages.
查看评论 · 已于 2021年5月06日 发布 · Owner
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It would be nice if this feature was also available for deals.
查看评论 · 已于 2021年4月10日 发布 · Owner
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