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We have clients who book training sessions with us. I know I can capture training info in notes but I want to track the majority of the information using fields so I can sync those fields to other systems to make them easily visible. I can create the fields I need to track these but what I'm trying to figure out is how do…
We'd like to build a playbook that contacts most of our clients, but DOES NOT reach out to a select few named accounts. We want it fully automated so that we don't have to manually approve each email, that's too much work. I checked some of my settings but the "account name" field doesn't seem to show up for me, otherwise…
Time Commitment: 5 minutes DESCRIPTION: Being able to quickly filter layouts cuts down on time looking for info and building additional layouts In this video, we will learn how to: Set up Field Associations to use Quick Filters Use and pin Quick Filters on any layout Written Instructions You can find written…
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