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meganatorlo
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Member since ‎Jan 9, 2020
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Megan Thomas

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meganatorlo on October 12, 2020
Filtering Properties to see if there are 0 records with a value, or not recently updated
As an admin, it would be really great in the properties settings to be able to filter on whether there are any properties not currently in use (i.e. have 0 records with a value for this property) or properties which have not been used to apply a val read more
Reply Idea Account Settings
14 upvotes
5 Replies
meganatorlo on July 14, 2020
The ability to identify which users are named within a workflow
We have several workflows which say assign to "User X" or send a notification to "User Y" - it would be really awesome if there was somewhere within the workflow or user section in settings which tells me what workflows the user is specifically name read more
Reply Idea Workflows
1 upvote
0 Reply
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
meganatorlo
Participant
April 03, 2020
+1
meganatorlo on January 09, 2020
Set Goals by lifecycle stages
Please could we have the ability to set goals against LifeCycle stages, for example MQL's, since we are targetted on how many we generate and it would be fantastic to be able to see reports against this target. Also, the sales team are also t read more
Reply Idea Marketing Reporting Sales Reporting
36 upvotes
14 Replies
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