Tash Dawson
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Recent activity by Tash Dawson-
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...
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Thanks very much Kaitlyn for your very quick response!
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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...
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Hi, is it possible to create multiple opportunities for the same account, with different contacts? Thanks