Settings and activity
6 results found
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4 votes
Kamal Gautam supported this idea ·
An error occurred while saving the comment -
23 votes
Kamal Gautam supported this idea ·
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17 votes
Kamal Gautam supported this idea ·
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118 votes
Kamal Gautam supported this idea ·
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178 votes
Kamal Gautam supported this idea ·
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100 votes
An error occurred while saving the comment Kamal Gautam commented
Setting up annual holiday Smart Plans is a real pain in the butt right now, since every time I add a contact I have to manually add them to each holiday email Smart Plan and set a date individually. Very cumbersome approach. It would be great to be able to create a SmartPlan with multiple steps - each step being a separate email that goes out on a specific date. And if a contact is added on a date after say the first couple of steps, then those steps are just skipped.
Kamal Gautam supported this idea ·
Especially on the commercial side but even for residential contacts, we often have a work phone number that includes an extension, and right now there's not a field to add that.