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Thanks! I noticed if you upgrade to Dynamic Forms you aren't able to use Custom links. A workaround is to use a custom button instead.
Great point! Thank you for adding this comment.
Very helpful Brian! Glad your making more content
Thanks, Mo!
Can you show us how you would be able to send an automated email to a customer, when a stage moves. This is providing a customer an update and removing the salesperson doing this manually.
Hey Mo, I can't believe we don't have a video no that yet! I'll add it to the list. I think a lot of people will benefit from it.
Nice!
Thank you! Appreciate the comment
Thanks! I noticed if you upgrade to Dynamic Forms you aren't able to use Custom links. A workaround is to use a custom button instead.
Great point! Thank you for adding this comment.
Very helpful Brian! Glad your making more content
Thanks, Mo!
Can you show us how you would be able to send an automated email to a customer, when a stage moves. This is providing a customer an update and removing the salesperson doing this manually.
Hey Mo, I can't believe we don't have a video no that yet! I'll add it to the list. I think a lot of people will benefit from it.
Nice!
Thank you! Appreciate the comment