We have been using the filters within list views, we have set the customer status to show 'live customers' however it is still showing 'prospects' and 'lapsed customers'.
Does anybody have any ad...
This is one of the forms.
I fill it out, then copy the code, then click save ... is this the correct way of doing it? As I'm unsure why it is changing the display page
This is an urgent issue as we don't want to be sending users to the wrong link - please can somebody help? :)
I'm currently using web to lead forms to as data capture for downloading some forms on my website.
I change the source to match the certain download, and then i change the page to show to the...
Okay thank you I will try that, how would I trigger this?
It still just doesn't send the email. I have an email in the field for the main contact, I've check spam and I've tried two different emails now.
Any more advice? Strange that it won't ...
I have set up a new, different workflow with the two actions:
> send an email
> create a task
Once the criteria is met, it does create a task, however I am not receiving the email, which ...
Then the template is under that,
Thank you Micah, do these help?
I've set up a workflow process so that when an opportunity is 'won' and converts to a project, it will send an automatic email stating 'We are looking forward to working with you'
It worked in th...