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Settings and activity

5 results found

  1. Assigning Assignees to Tasks

    2 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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    Katelyn Mathe commented  · 

    Yes, there needs to be an option in the dropdown menu for the agent assigned to the opportunity. Otherwise for each individual opportunity you have to manually assign to the agent every time an opportunity is created. It makes the workflow not worth using for the agents because the admins don't want to be assigning a million tasks to the agent responsible for that opportunity.

    Katelyn Mathe supported this idea  · 

  2. Assign SmartPlan Task Steps to Specific Team Member

    18 votes

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    under review  ·  11 comments  ·  Command » SmartPlans  ·  Admin →
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    Katelyn Mathe commented  · 

    YES PLEASE! THIS IS URGENT

    Katelyn Mathe supported this idea  · 

  3. Attach PDF to SmartPlans Emails

    9 votes

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    under review  ·  4 comments  ·  Command » SmartPlans  ·  Admin →
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    Katelyn Mathe supported this idea  · 

  4. flow chart if/then smartplans automation

    12 votes

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    in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Katelyn Mathe supported this idea  · 

  5. Add SmartPlans Column for Contacts Table View

    16 votes

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    in the backlog  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Katelyn Mathe supported this idea  ·