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Analytics (14)
Billing (11)
Contacts (38)
Conversations (12)
Dashboard (17)
Deals (12)
Forms (13)
Funnels (17)
Inbound (17)
InstaSites (33)
InstaReports (26)
Projects (7)
Sites (27)
Reputation (13)
Templates (5)
Settings (28)
Affiliate Center (3)
Manage Sub-Accounts (20)
Storefront (11)
Zapier (1)
Automations not saving correctly
Deals App Created Automation > Saved Refreshed page and automation is gone. Global issue See loom: https://www.loom.com/share/45d081d324ad48249de9088f02897b3f
2
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complete
1
Deal Automation
The deal automations doesnt show the amount of events completed.
4
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complete
1
Upload CSV: Not working
Test Account Downloaded Sample CSV File Modified entries to only have 3 entries Uploaded CSV File Matched ALL fields. Shows Completed -NO Deal Cards were created See Loom https://www.loom.com/share/d132f9bf3ea24b2e871b79eb79fd919e
4
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complete
2
InstaSite Automation Failing
Created Automation: Build InstaSite Template Painter V1 Email Notification Created New Deal Card, added Business and Person Contact Cards Status went from Queued then Failed See loom: https://www.loom.com/share/d90c068cb9f64188a5c6d3470bd159d9
2
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complete
1
Not able to switch pipelines
I can't seem to find a dropdown in the deals app that allows me to choose which pipeline I want to look at.
3
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complete
1
Column totals aren't updating
As I change the deal amounts, the total pipeline for that stage of lead doesn't update at the bottom of the column. Even on page refresh.
5
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complete
1
Error with Deal Automation
Running into purple "oops" error page when attempting to edit a deal automation. We have tried replicating the issue but couldn't. Seems to be isolated but may be affecting other users.
3
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complete
2
Won't send texts
I have created a deal automation and I have the leads coming in as a personal contact using a form. I tested it last week and it worked. Now it won't send text messages to the leads when they come in.
3
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complete
1
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