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Community Member

August 30 at 11:45 pm

Hi All. One piece of feedback and one question. When the variable for wiring instructions is inserted, rather than list in a sentence, I would separate each piece of info on it's own line (personal opinion). For example:

Bank Name
Routing
Bank Acct
Benificiary

Also, are we able to batch move the next contact date for everyone in a stage? I wasn't able to figure that out.

1 reply

3:14

Community Member

August 31 at 03:14 am

Hi Andrew, thanks for the heads-up on what you'd like to see in the product. Got it down in our wish list for future product features to add. Unfortunately right now we can't batch move everyone in a stage to the next contact date. I'll include that idea on the wish list. Really appreciate the feedback.

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Capital Account Name

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Hi All. One piece of feedback and one question. When the...

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Thread

Hi All. One piece of feedback and one question. When the...

Hub Support has moved

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