Great minds think alike

JDupuis · ‎Mar 9, 2023

We need the ability to base the revenue on the start of billing date or have the functinality to filter and determine what date we will use for this report. Currently using the deal close date gives us innacurate reporting as our revenue begins with the billing date.

EDMaster · ‎Mar 9, 2023

Can we add a new personalization merge field of "Parent Company Name"? This will allow us to add the parent company name to an email, which is useful. We have "Company Name." Why not "Parent Company Name"?

ELutey · ‎Mar 9, 2023

Scenario --- advertising agency has a variety of clients. I'd like to find a way to link the agency to those clients (keep in mind that clients can change agencies from time to time). Idea A - Link client to agency as a "Child Account" Idea B - Add a contact to the client account for the ad agency (but specify key business info in the contact record) Any other recommendations or best practices to consider? Thanks!

SVray · ‎Mar 9, 2023

It would be good if emails associated with a record could only be seen by the email address of owner. Example: Say Scott is the owner of Contact: Joe Smith, right now he can see ALL of the emails associated with Joe Smith even if he didn't send/recieve them. I don't think Scott should be able to see other users emails even if they are associated with his owned contact.

JDeBlase · ‎Mar 9, 2023

Hello, It would be very helpful to receive task reminders to personal email whether we add a contact/company ourselves. We should be able to input a contact to the CRM, add a task as a reminder to do something with that contact, and it should be sent to your GMAIL/Outlook to remind you "Hey you have to call XYZ today". This is very helpful and will be used across many companies. Best, James

VBeers · ‎Mar 9, 2023

We do a lot of work with a wide variety of companies, and have had issues properly displaying a large number of logos on our site for some time now. The modules currently set up to display logos are static, and don't look the best when you need to add 60+ logos. The image slider module would be a workaround, but it doesn't allow more than 20 images at a time and if you want it to automatically loop through them, a play/pause button is fixed in position underneith them. I'm proposing slight modificiations to the module: 1. Removing all navigation options as another option when autoplay/looping is selected 2. A maximum of 50 images instead of the current 20 3. More adjustability when it comes to design and placement of the navigation buttons when they are shown Thanks!

AOgunsakin · ‎Mar 9, 2023

My SMART goal is to improve my skills as a content writer, and also hone my content and digital marketing skills. I also plan to make a name for myself in the DeFi Law space on Crypto Twitter, and grow my audience to atleast 300 followers, by the end of April. In a bid to achieve these, I plan to complete my HubSpot marketing courses, and also the other Writing and DeFi courses that I've signed up for, so i can understand how to properly deliver written content, and tell stories that reach a wider audience particularly on my Twitter, and when I start getting Content Marketing jobs, using my skills to drive sales and wider reach for my (the company's) content.✨

MartinK · ‎Mar 9, 2023

I'm sending emails all the time and need to update my templates often to match my specific use-case. Now I have to manually pickup every template before I can edit it. I have many similar templates so that's everything but convenient! How cool would it be if there was a link to the current template inside the email editor (pretty much what you already have for the signature) that you can click and edit the template on the fly. People will love that !!

JesusRiesgo · ‎Mar 9, 2023

Actualmente no se permite dentro de un Workflow mover únicamente la etapa de un negocio asociado a un contacto ya que solo se permite cambiar la etapa de negocio de todos los negocios asociados a un contacto. Pienso que sería buena idea implementar esa función para así poder mover la etapa de un negocio en específico asociado a un usuario y no que se muevan todos.

AOgunsakin · ‎Mar 9, 2023

In marketing your content with proper storytelling, you must engage the "Golden Circle"—Why, How, When; and apply the essential elements of storytelling which are: Character, Conflict and Resolution. This idea will attempt to put these storytelling guidelines to practice for a personal brand example. Brand: TheDeFiLawyer. This brand is aimed at providing individuals, brands and companies in the Decentralized Finance space, with information relating to the legal happenings, regulatory demands and rules that are beginning to govern the industry, through mediums like Twitter, Medium and Substack. Character: The Readers, and larger Crypto user audience. (Second Person POV) Conflict: Telling a story that helps users, especially crypto brands, to understand the current regulatory moves in the space, and how important it is that they gain this knowledge and apply it in order to be safe from intrusion of regulators like the SEC or DOJ. Resolution: Constantly staying up to date with the brand's Informative and Educational posts. They may also seek consultancy from TheDeFiLawyer.

Great minds think alike

Monthly Recurring Revenue - Revenue Analytics

Parent Company Personalize Field

Best practice for linking businesses

Email activity visibility limited by email address

Tasks Reminder

Scalable Animated Logo Cloud

What's A Smart Goal You're Working on

Show template link in email editor for quick access

Mover el negocio de un usuario que tiene varios negocios asociados

Storytelling Framework in Action

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