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Delete/Set Complete old follow ups

Would like to be able to delete or set to Completed old follow ups. If there are old follow ups in our system, it would be nice to have the option to select a date range, salesperson, follow up type and use these items to select the follow ups you...
Guest over 5 years ago in DealerMine / Work Plan 0

Auto Populating Tasks for Salespeople based on traffic type and sources

I would like the ability to build auto populating tasks for salespeople in their work plan based on specific source and traffic types. Example - TRAFFIC TYPE = Internet Lead, and then MEDIA = (Facebook)
Katie Stackhouse about 6 years ago in DealerMine / Work Plan 0

Default Email Template

Could you make a default email template available based on user role rather than based on contact type? this is especially necessary for salespeople who might not be prompted to send an email based on a contact type but are constantly sending emai...
Guest over 6 years ago in DealerMine / Work Plan 0