Search found 17 matches

by Jonathan3914
Wed May 27, 2020 8:29 am
Forum: Suggestions / Feature Requests
Topic: Task Triggers
Replies: 4
Views: 2058

Re: Task Triggers

I found a temporary work-around for what I was doing. Here is an example: Ad Chain part 1 Lead box -> Starter email, adds tag, schedules task, END OF p1 Ad Chain part 2 (Must be manually put in by person doing task), continues email chain / other triggers / tasks This means that the system is not tr...
by Jonathan3914
Sun May 24, 2020 7:48 pm
Forum: Suggestions / Feature Requests
Topic: Drip campaign - auto contact remove
Replies: 2
Views: 1337

Re: Drip campaign - auto contact remove

Agreed. This is really important and caused us to look like idiots for a few clients before we figured out what happened.
by Jonathan3914
Sun May 24, 2020 7:47 pm
Forum: Suggestions / Feature Requests
Topic: Booking Feature not Calendar Product
Replies: 1
Views: 944

Re: Booking Feature not Calendar Product

Agreed. hgsdfgsdfgsrgsdfgsdfg
by Jonathan3914
Thu May 14, 2020 12:25 pm
Forum: Suggestions / Feature Requests
Topic: Sales Pipeline
Replies: 1
Views: 1528

Re: Sales Pipeline

Or even a note of some sort would be great here too.
by Jonathan3914
Thu May 14, 2020 12:20 pm
Forum: Suggestions / Feature Requests
Topic: Schedule an email to an individual contact
Replies: 3
Views: 2565

Re: Schedule an email to an individual contact

Would also like to see this.
by Jonathan3914
Thu May 14, 2020 12:18 pm
Forum: Suggestions / Feature Requests
Topic: Task Triggers
Replies: 4
Views: 2058

Re: Task Triggers

Definitely needed.
by Jonathan3914
Thu May 14, 2020 12:16 pm
Forum: Suggestions / Feature Requests
Topic: ManagerSal Integration
Replies: 0
Views: 1539

ManagerSal Integration

It would be nice to use a ManagerSal Integration so that I can use their system for collecting money and sending out contracts and your system for followups. Right now, neither is complete for what we are trying to do.
by Jonathan3914
Thu May 14, 2020 8:36 am
Forum: Suggestions / Feature Requests
Topic: Contact form within body of website
Replies: 0
Views: 1619

Contact form within body of website

Please create an ability to add the contact form within the body of the website page. Right now, you only offer a plugin that has a widget area tool. I'd prefer to have the contact form in the body of my website. Please create this functionality. Thank you.
by Jonathan3914
Thu May 14, 2020 8:34 am
Forum: Suggestions / Feature Requests
Topic: Please have FB leads and Emails post in order
Replies: 0
Views: 1328

Please have FB leads and Emails post in order

The timeline view of a contact is showing that the auto reply email is sent first, then the contact form is filled out (out of order) in the contact view. Please correct so that these show in order.
by Jonathan3914
Thu May 14, 2020 8:33 am
Forum: Suggestions / Feature Requests
Topic: Multiple Options for Upsells
Replies: 0
Views: 1336

Multiple Options for Upsells

Please add the option to have multiple options for upsells.

ie. Choose a color, etc.
by Jonathan3914
Thu May 14, 2020 8:32 am
Forum: Suggestions / Feature Requests
Topic: App Filter by Lead Form
Replies: 0
Views: 1304

App Filter by Lead Form

Please add the function to filter by lead form in the app.
by Jonathan3914
Thu May 14, 2020 8:32 am
Forum: Suggestions / Feature Requests
Topic: App Pipeline
Replies: 0
Views: 1337

App Pipeline

Please add ability to see sales pipeline within the app.
by Jonathan3914
Tue Apr 28, 2020 5:07 pm
Forum: Suggestions / Feature Requests
Topic: Dashboard Sort Options
Replies: 0
Views: 2116

Dashboard Sort Options

Is it possible to sort the dashboard slightly differently? 1) Right now, it seems that there are a lot of things cluttering at the moment. For instance: The email snippets are taking up a lot of space. Can we have them minimized and then click to expand to preview? 2) We can do all or nothing, but i...
by Jonathan3914
Tue Apr 28, 2020 4:48 pm
Forum: Suggestions / Feature Requests
Topic: Marketing Campaign Results
Replies: 6
Views: 2280

Re: Marketing Campaign Results

Can we also create tasks automatically based on when people open an email in a thread? ie. Form filled out send email ASAP if Opened, Send to task "call followup" ASAP else, wait 1 day, Send Email Followup. if Opened, Send to task "call followup" ASAP else, wait 2 days, Send to task "call followup" ...
by Jonathan3914
Tue Apr 28, 2020 4:45 pm
Forum: Suggestions / Feature Requests
Topic: Marketing / Emails
Replies: 1
Views: 3148

Re: Marketing / Emails

I second this!

I would LOVE to be able to create emails for my email marketing campaigns that are NOT in my email drop down templates. I want to use them for my marketing campaign lists, but NOT for my "everyday emails"
by Jonathan3914
Tue Apr 28, 2020 4:37 pm
Forum: Suggestions / Feature Requests
Topic: Update Inventory on Inventory/Products Page with Quick Edit Feature
Replies: 0
Views: 2118

Update Inventory on Inventory/Products Page with Quick Edit Feature

Currently, there is a way to update the Threshold, but not the inventory (in the inventory page). I would like to see this page, as well as the product overview page to be changed to the following: - Eliminate the "threshold" editor from popping up automatically. (inventory page) - Include a "Quick ...