Ok, I know for a fact that there are hundreds of feature tickets in the QB Dev Team queue that customers have asked for, as active users of the system. I feel like the endless stream of restrictive, u...
Published 4 years ago
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I'm relatively new to QB, and not an IT person, but I did build our entire CRM system in QB. I could set up the automations relatively easily.
However, I have yet to figure out Pipelines. I wish there were more examples because I just don't get it. I've been through a few Pipelines trainings which either only scratched the surface or breezed through parts I wasn't able to follow. I just got a survey about Pipelines that clearly showed me why I'm so lost. The survey was clearly not made for someone of my IT skills.
I would love to be able to schedule outbound emails to outside contacts more easily. I would love to be able to figure out how to integrate with MailChimp through Pipelines. I would love to be able to create a mail merge-type Google doc to create price quotes without needing a third party system. If I can create an email with merge terms, how come I can't do the same to a Word or Google doc?
I also don't think the rebranding was necessary or useful (and I technically am a marketing person.)
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Kim Gardner
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However, I have yet to figure out Pipelines. I wish there were more examples because I just don't get it. I've been through a few Pipelines trainings which either only scratched the surface or breezed through parts I wasn't able to follow. I just got a survey about Pipelines that clearly showed me why I'm so lost. The survey was clearly not made for someone of my IT skills.
I would love to be able to schedule outbound emails to outside contacts more easily. I would love to be able to figure out how to integrate with MailChimp through Pipelines. I would love to be able to create a mail merge-type Google doc to create price quotes without needing a third party system. If I can create an email with merge terms, how come I can't do the same to a Word or Google doc?
I also don't think the rebranding was necessary or useful (and I technically am a marketing person.)
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Kim Gardner
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Kim,
What email server do you use? gmail, outlook? I can try and build it for you in my free time and send you the example.
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John Rogers
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What email server do you use? gmail, outlook? I can try and build it for you in my free time and send you the example.
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John Rogers
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