Love the Scripts

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Kristy Jung

• October 11, 2016 17:52

I love that the scripts are available on the "Who's Up Next" Dashboard, but are there plans to make them available on the other screens as well, like the Team page or when you find a contact through search?  There are times I would like to be able to access them without having to go to the first dashboard.

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  Michelle McGreevy

  • October 17, 2016 15:37

  PLEASE allow scripts for the other pages as well!!!  Thank you Kristy for posting this.

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  Katy Kurtz

  • October 17, 2016 16:45

  Since the Promote option isn't available and Scripts is only available on the Dashboard, how do you go about sending a prospect or customer an email when you want to find them through search and they aren't up next in line on the Dashboard?

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  Barrie T.

  • October 18, 2016 12:22

  We are working on adding the email function and Scripts to the Team page. Here is a temporary work-around. Set a follow up with the person you are adding for Tomorrow. Then toggle to the Dashboard and they should be on your Follow Up list where you can send an email.

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