Notification when customer views a proposal
K
Kelsey Flanagan
Merged in a post:
Abandoned Form/Portal Notifications
R
Rocky Beal
It would be great to receive a notification if someone abandoned filling out the contact form on our website or the portal when going to sign an agreement
J
Joanna Fenerlis
Merged in a post:
Ability To Track Who Viewed Email
V
Veronica Baez
Would like to have ability to see who in the email thread has viewed email correspondence and when.
J
Joanna Fenerlis
Merged in a post:
Ability to see when clients have "viewed" a proposal
B
Barbie Crane
J
Joanna Fenerlis
Merged in a post:
Notifications for opens and clicks on emails
S
Spencer Churchill
It would be great to be notified if clients open or click on a link within an email (like how Hubspot does).