Invite

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Sydney Gallion

• October 15, 2016 12:48

I love the new feature to send an email through teamzy. However, If I am emailing to invite, It doesn't tally that I have invited if I previously do it before selecting to send an email! this would be a great change! Thanks so much!

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  Barrie T.

  • October 15, 2016 14:25

  Thanks, Sydney!

  I'll let the team know!

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  Lorilee Scott

  • February 02, 2017 16:05

  Yes!!! I agree with this 100%!!! Adding the feature to the bottom of the email to select it as an invite would be AMAZING!! Or don't drop the person off the dashboard and allow a chance to record what kind of a connect it was at that point

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  Kathleen Strecker

  • April 09, 2017 23:52

  Any progress with this feature??

   

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  Barrie T.

  • April 11, 2017 20:25

  Kathleen and Lorilee, this was added some time ago. If you click the Invite button and select invite type before clicking Send as Email, it will log the connect as an invite. Make sure you also set your follow up before sending the email.  Works great!

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