Tash Dawson

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Activity overview

Latest activity by Tash Dawson

  • Tash Dawson commented,

    1. User Guide
    2. Sales
    3. Sales Opportunities

    Thanks very much Kaitlyn for your very quick response!

  • Tash Dawson commented,

    1. User Guide
    2. Sales
    3. Sales Opportunities

    Thank you Kaitlyn, the first option you suggest should work well for us. We need to create multiple opportunities for the same account as many of our accounts are schools, with multiple contacts (t...

  • Tash Dawson commented,

    1. User Guide
    2. Sales
    3. Sales Opportunities

    Hi, is it possible to create multiple opportunities for the same account, with different contacts? Thanks

  • Tash Dawson commented,

    1. Configuration Guide
    2. Notes & Activities
    3. Activity Notifications

    Are we able to create email notifications to external contacts (ie non-UB users) at key points in our business process? Ideally we would like to trigger an email reminder to people who have upcomin...