Hi Lyla & Amanda. Unless I did something incorrectly, changing from lead to contact stripped away all notes and files stored on the lead record. Did I mess that up somehow? Thanks.
Hi Insightly. I am looking at my tasks and trying to show open tasks and hide closed ones (or at least send them to the bottom). Of all of the filter options, none are open/closed. How can I view m...
I 4th this.
I there. It's been a half-year since the last update on this. I'm wondering if there is a target date for a Contact-to-Lead conversion procedure in place at this time?
Whoa!! That was heavy! Thank you.. I'll walk through this. VERY appreciated :).
Ahh.. I hate to burdon you Jess, but I'd love your help in these steps.. This tool is brand new and your guidance one time would be devine! Would you mind please?
Jess, This looks cool. Can you tell me the best way to create and save a report that I can run that excludes contacts who have the OPT-OUT flag that I created? If you can't filter on a flag, can ...
Hey Jess, Any progress on your end?
Awesome! Thank you. Looking forward to your response.
Hey Jess. This would work if I could use multiple filters, but from what I see, I'm allowed a single filter in a search. I have my clients segmented into BUSINESS and COMMUNITY. If I'm writing m...