Hi - can we have a link with/to What3Words when creating an address so that it appears on our delivery notes when the order goes over to Unleashed? Can this be done retrospectively and moving forward?
At the moment, when zapier is unable to create a record in the CRM it throws an error similar to: Failed to create an entity in Prospect 365 (1.7.0) [object Object] It would be useful if they gave more specific feedback so that customers could tro...
Automate 'Save To CRM' Once An Email Contact Is Saved Into The System.
One you save a contact in Outlook to Prospect, the system should automatically keep saving the email correspondents that are received and sent, rather than manually having to add all the time. Our previous CRM 'Exsalerate' did this.
Guest
about 3 years ago
in Automation
2
Already exists
Ability to Assign enquiries to multiple sales people or team
If we embed a contact form on a website - the enquiries should be able to be collected by anyone in the sales team - not just one person. Does not make sense to have it assigned to one person
It would be treally helpful to be able to use email templates when using the add enquiry as the first thing i wantto do is send the same email to all enquiries.
2
Already exists
