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alecia_obrien
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Member since ‎Sep 23, 2019
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Alecia O'Brien

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alecia_obrien on October 22, 2021
HOW TO: ONE workflow for ALL Zoom webinars as opposed to one per webinar?
We are in the process of switching from GTW to Zoom (GTW not reliable in China) and I've sucessfully managed to get it working with a test webinar, I am using the custom integration and use a workflow that adds the contacts to the Zoom webinar so I read more
Reply Discussion Professional
0 upvote
2 Replies
ddoss on November 23, 2020
Bulk-Unenroll from Email Workflow
Would be great to have a way to bulk unenroll people from an email workflow. I have a number of users who are triggering errors because they don't have an email address, or because they bounced previously.
Reply Idea Marketing Emails
20 upvotes
7 Replies
alecia_obrien
Member
September 16, 2021
Agree! I accidentally enrolled 13 bad leads into a workflow that I have in a list, prepared to unenroll.. But I have to do it manually 😞
liangsj on June 11, 2020
Export Lead Scoring Setup/Properties Used in Lead Scoring
Hi Team, (Submitting on behalf of customers) Currently, we're only able to export the property history of lead scoring properties but it will be great if we can also export the entire setup of all the scoring properties used within the property read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
37 upvotes
3 Replies
alecia_obrien
Member
July 22, 2021
Would love to see this happen. We have a complicated flow of positive and negative scores being added based on different interactions happening with ...read more
tosh on September 16, 2019
Filter Contacts by Note Keywords
From the Contacts page, it would be helpful if we could create a filter that searches notes for specific keywords and then populates the list of contacts that have notes on their record with that keyword or keywords. For instance, if we create a read more
Reply Idea Contacts & Companies
9 upvotes
5 Replies
alecia_obrien
Member
June 03, 2021
I would appreciate being able to search for words mentioned in the notes of our contact records. Today, you can only search across the name phone em...read more
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