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SOllhoff · ‎sept. 14, 2023

it should also be possible to search for a customer number

FannyL · ‎sept. 14, 2023

I would like to have an annual view of the marketing campaigns calendar. There is only a day/week/month view at the moment. I would also like to be able to extract it (to insert it into presentations) or share it with other teams. Thanks in advance

ILim · ‎sept. 14, 2023

Hey Team, it would be great if we could report on changes in lifecycle (ie. the number of changes per month) for every stage. Currently we are only able to identify the date of change for leads, SQLs, MQLs, but it would be great if we could have it for all Lifecycle stages.

JMartel · ‎sept. 14, 2023

Sería muy útil añadir una funcionalidad para obtener % o cálculos en informes personalizados. Por ejemplo, % de cierres de ventas, % de reuniones a través de las cuales se ha conseguido cerrar un cliente...

Anonymous · ‎sept. 13, 2023

Would like to suggest to have the option similar to quotes - the ability to hide old products/line items from the dropdown when creating deals. We need to keep the old products for audit purposes but it clutters the dropdown whenever creating new deals. It would be great to have an archive/hide option instead of delete with only 90 days to restore. Thank you.

JPast · ‎sept. 13, 2023

If you have a list of 800 people you need to send a letter to where recipants will need to respond, it would be nice to send it in increments. That way employees do not get overwhelmed with 800 repsonses at once, but maybe 100 from the 100 emails scheduled weekly. Otherwise, we have to manually break up a large file, import them separetly, creatly weekly lists, and scheudle separate weekly emails.

rankuup · ‎sept. 13, 2023

Rank U Up is a leading digital marketing agency in Kolkata that specializes in propelling businesses to new heights in the digital landscape. With a team of creative strategists, data-driven analysts, and expert digital marketers, we craft tailored solutions to enhance your online presence, drive traffic, boost engagement, and ultimately, convert leads into loyal customers. From SEO and social media management to content marketing and paid advertising, we provide a comprehensive suite of services designed to accelerate your brand's digital growth. Partner with us to amplify your online success and stay ahead in the competitive digital arena.

joshkimber · ‎sept. 13, 2023

I am looking to always have a property be 7 days minus another date property. To me, adding the ability for a calculated date field to be ([Property] - 7 days) is all I am looking for.

TPCjnatole · ‎sept. 13, 2023

Every time I go to make a change to logic applied to a main form field, the box closes and I have to re-open it multiple times. This is very frustrating if you have a field option with 16 logic actions. Having to click on the logic drop down, reselect the one you're working on and then have to make one change at a time bc it closes the box.

SFontaine · ‎sept. 13, 2023

Currently, for payment forms, the only option to cancel a user's recurring charge is for the customer to reach out, and a super admin must cancel their charge — this is a relatively complicated process, and customers should be able to cancel their subscription themselves, in real-time. Implementing a self-serve payment cancellation feature for customers would streamline work on the admin side and prevent issues with delays in cancellation. This would also increase customer trust.

Les grands esprits se rencontrent

Customer Number

[Idea] annual view of the campaigns calendar

Report on change in lifecycle stage

% o cálculos en informes personalizados

Ability to Hide Old/Archived Line Items in Creating Deals

Schedule Mass Emails in Increments.

Rank u up : A digital marketing agency

Date calculation based on another property

Leave Logic Options Open when editing in form

Self-serve payment cancellation option for customers

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