Great minds think alike

HBrown · ‎Apr 9, 2021

It would be very helpful if we could create a contact from a company record. The idea would be to go to the company page and click a button that says something along the lines of "create a new contact for this company" where it would pre-fill certain properties in the contact record such as TLA, address, city, state, and zip.

AdnanBhat · ‎Apr 9, 2021

Use tokens from multiple deals to create workflow and emails.

TPiotrowski3 · ‎Apr 9, 2021

Similar to how sequences are currently would be great to be able to attach a template to pop up in the queue automatically for non-sequenced email tasks.

LEilerman · ‎Apr 9, 2021

Improve the outlook integration so they can select from outlook the deal that the email needs to be associated with. Right now if they send an email, log the email, and track the email.. but that email has multiple deals associated with it, that one email that is associated with only one deal, is linked to all of those multiple deals and they have to go in an unlink all of those deals.

alguil · ‎Apr 9, 2021

It would be great to visualize at a glance the number of untreated emails per mailbox so you can know quicklier which mailbox you need to empty in priority, rather than clicking on each mailbox to find out the number of emails to answer (watch GIF below) Example below with the mailbox Yahoo :

AVerstraete · ‎Apr 9, 2021

In order to help our employees gain insights on status of our projects, we would love to have dashboards displayable on smartphone. These profiles are continuously working in the field, which means they should get access through smartphone app

PMason · ‎Apr 9, 2021

Hi At present when doing a bulk edit in a list you can only change one property at a time...you are unable to see the property value changed and have to return each time to change each field to the dialogue box "select a property to edit".....It wont stay open to edit all the fields you require with visibility. Surely...as you edit each property in the bulk edit list...this should stay open for visibility to see what you have edited. Hope this makes sense Thanks

shimm · ‎Apr 9, 2021

現状、カスタムオブジェクトの各レコードのサイドバーでは、プロパティ表示・非表示や並べ変え設定ができないです。（標準オブジェクトでは可）アップデートがなされると嬉しいです。

atalwar · ‎Apr 9, 2021

Currently the Outlook 365 add-in will only associate a newly created task with a contact record. However, it would be very helpful if a newly created task could be associated with the contact's company as well!

Aaronish · ‎Apr 8, 2021

In order to better capture a clients engagment it would be useful to be able to have more options available in the Filter Type - Marketing emails. I am proposing to add an "any" marketing email (with the same options once selected) and the ability to "select multiple" marketing emails. Currently you can select a "single" marketing email. That makes triggers more complex and difficult in workflows/lists then they need to be especially if there are lots of marketing emails.

Great minds think alike

Create a contact from a company

Create a automations with grouping multiple deals into one workflow

When Creating Ad-hoc Email Task Allow for Template Attach

Outlook Pluggin - Selecting Deals

Display the number of pending emails per mailbox

Dashboards on smartphone

Bulk Edit dialogue box visibility

カスタムオブジェクトのレコードのサイドバーでの、既定のプロパティ表示や並べ変え機能の実装要望

Outlook 365 add-in to associated created task with contact and company

Add options to Filter Type - Marketing emails

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