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TMcCall
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Member since ‎Sep 24, 2021
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Trevor McCall

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Peterson on February 24, 2020
Export Workflow History
It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc.
Reply Idea Workflows
197 upvotes
43 Replies
TMcCall
Member
July 27, 2022
This would be incredible. Please HS team, we need this.
TMcCall on July 22, 2022
Breakdown "number of times contacted" property into methods
I would like to report on which types of communications our team uses most. On a specific deal or contact's page, the activity log shows the type of contact made e.g. email or call. HS also tracks the number of times an individual is contacted. I wo read more
Reply Idea Dashboards & Reports
1 upvote
0 Reply
TMcCall on November 18, 2021
Edit what stages are visible in deal board view
My team runs its clients through the same pipeline and has different people handle different stages. Some of the properties we have made are only relevant to specific teams/stages. If we could hide stages in the deal board views, like saving filters read more
Reply Idea Deals Lists
36 upvotes
11 Replies
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