Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually.    I'm wondering if there's a better way for us instead of deduplicating one by one, which is literally unrealistic for enterprise users with mass contacts. In our case, we have 1890 duplicates for contacts, which requires going through 1890 times of deduplicates.   New feature request: Bulk Merge  ... Mostrar más

I think it would be a good idea to have filters or reports on revisits. Now, we only can setup notifications while it might not be enough as does not let us see the bigger picture and take proper action... ... Mostrar más

Currently, the only way to create lists or filters based on a chatflow submission is to create tickets within the chatflow and then create a filter based off of the ticket.   It would be great if there were Chatflow-specific properties available from which we can segment an audience and introduce more visibility on Chatflow success. Essentially the same kind of property functionality we have with forms.   e.g. If Dave completes a Chatflow, it adds to a contact property called 'Number of Chatflow submissions' so I can then create a list of contacts where the value is known. ... Mostrar más

Hi there I'd like to have the option to include a 'message' within a form.   Looking to recreate this Wufoo form: https://www.zoodigital.com/work-with-zoo/translators/   If someone selects Iran in the Country of Residence field, we are unable to process payment. We, therefore, need to notify the user.   Currently, we can only add a rich text box with the message set as the default value. However, this is a workaround, and it isn't immediately obvious that it's an important message – given it looks like all the other fields at a glance.   Some sort of custom message field would be ideal.   Cheers, Jonny   ... Mostrar más

Not concerned by volume of actions but rather I want to be able to filter contact by whether or not a specific user has created an activity against them ... Mostrar más

It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/updated, but these don't allow for automatic re-enrollment. Additionally, these triggers don't include a standard note being added to a record. If there were a trigger for that, and it allowed for automatic re-enrollment, it would be a great addition to the workflow tool. ... Mostrar más

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals. ... Mostrar más

The possibility to choose one favorite contact among several, all linked to one company. So that he will automatically be the receiver when we want to write a mail, for example. ... Mostrar más

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.   UPDATE from @jennysowyrda : If you would like to be ungated for this beta, please fill out this form.  ... Mostrar más