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Hi, my sales team uses Yesware. Yesware logs activity as events and tasks.I can't figure out how to filter based on certain activity types. I can use the smart list option "activity was logged," but the filters within aren't enough. How can I add more filters to this based on what we have live in Sa...
Hi all,We have contacts and leads that were in our database for months under Lead Source A. They filled out a form to download content and the source changed to Lead Source B. I'm not sure why that changed when source is a field that is supposed to always remain as the original lead source. A source...
In the schedule though, it seems like I can only choose to run the program daily, weekly, etc. Is there a way to receive the alert instantly and have the program always checking for form fills?