Level 7
Joined the community 04-03-2014
Level 7
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Hi Josh,Do you know you can create a role that allows them just to view reports in the Analytics tab (Not create, edit, or delete) that allows them to be able to click the email li...
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Hello all!I seem to be struggling in finding the right set of permissions for the below question.Question:What user role could I create to limit someone from only viewing reports s...
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Hi All!I have created a new User Role but it does not show up when I try to move someone to that role. What am I doing wrong?Thanks!
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Hello Everyone!Question:How do you change email preview text? We want to make sure our preview text in our email recipient's inbox is something we approve of. Do you do this in the...
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Hi Emma,Thank you for your input! The end goal is what you expressed: being able to analyze how each stage reacted to your email at a later date. We have been doing it the same way...
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Hello Everyone!I would love your input.Question:Would you create a different email program (or default program) for each target group (each stage/lead status) when sending the same...
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Thank you Sanford!
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Thank you Sanford! I will go ahead and not use it to be safe. I will also post my questions to products.
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Hello Everyone!Question: Is it possible to create a picklist field token to be used in a web form? Has anyone done this?Background:We are looking to do this with our Industry and S...
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Hello Everyone!Background:We are looking to email our US prospect database (Known and Engaged Leads) and do not want to violate CASL. Question:What are your opinions about using In...
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