Great minds think alike

(posting on behalf of customer)   We (management) must be able to create a list of calls with all details including call length, outcome and directly listen to the call.   We can't manage the prospecting process without this functionality. ...read more

It would be a life saver if we had the ability to schedule workflows to deactivate themselves on a specified date (date picker) similar to how we can schedule landing pages to unpublish themselves. This would be huge for people who have a salesforce integration and have to flip over campaigns/workflows every quarter. ...read more

Use case: To better enable collaboration and facilitate different workflows across inboxes, we need to sort the list of Conversations sometimes by newest first (to guage any reactions to recent changes) and other times by oldest first (to ensure first in, first out service).    Request:  Create Conversations Inbox sort option to sort by date ...read more

Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes.   How this would work When adding a quote: Have the option to select from a Quote template Quote text fields are populated from the template All products including template pricing, descriptions, units, discounts, tax, etc are added to the Deal and quote     ...read more

It would be perfect the option to hide some properties from some users. We need to do this kind of configuration in almost all customers we have. Just blocking the edit does not prevent users from seeing the information in the properties, which is what we need. ...read more

Hi Team (Submitting on behalf of customer),    Currently, the meeting tool is able to set rolling date range availability in weeks - this week and the next. It will be great if this can be more granular - e.g. next 3 days and be able to customize the rolling date range in the unit of days instead of weeks.  ...read more

It would be great to have more than one subscription preference page for different targeted audiences.  ...read more

As an operations manager, it is required that I can tell at any given time how many agents are available on chat or paused, as well as how many chats each agent is engaged in. Currently I am not able to see how many users on my team are available unless I find and open a chat conversation, click on the Asignee dropdown, and scroll through the list to see who is available or away.    Please add funtionality so we can quickly see agent # of chats and agent availability. ...read more

When using the BCC or Forward function in communications with a contact, the emails should be logged under the deal and not just the contact (who is associated with the deal).  Typically there are multiple contacts associated with any given deal and if the communications are only logged under a specific contact and not the deal, when an account manager or team representative goes to a deal to get all the latest updates, it is impossible to see unless they were to select each individual contact associated with the deal (the would be very time consuming and confusing to track).    ...read more