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LRios
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Member since ‎Mar 15, 2021
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Lindsay Rios

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ellecrema on April 21, 2021
Recommended Email Send Day/Time
Similar to how HubSpot suggests certain times for social media posts, it'd be great to have this feature for emails and for it to be specific to your account. So once an email is drafted, HubSpot recommends the best day/time to send based on all of read more
Reply Idea Marketing Emails
37 upvotes
6 Replies
LRios
Member
May 06, 2021
I'm honestly shocked this hasn't been upvoted and added way more! If I could upvote this 1,000 I would
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
LRios
Member
May 05, 2021
LOL I love the tricks I had just seen the response after I posted this so I am going to definitely use those tricks. Would still ove Hubs to get this...read more
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
LRios
Member
May 05, 2021
LOL I love the tricks I had just seen the response after I posted this so I am going to definitely use those tricks. Would still ove Hubs to get this...read more
elihermans on May 03, 2019
Create approval workflow depending on discount
Hi, Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved. It would be usefull, if a discount is added to a quote, the approv read more
Reply Idea Products & Quotes
66 upvotes
20 Replies
LRios
Member
April 07, 2021
Totally, just chatted in today about this. I don't need or want to micromanage my reps on every quote they send out. Only if it requires a certain di...read more
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