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brookehurford
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Member since ‎Jun 24, 2022
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Brooke Hurford

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Activity

steinarslatten on March 16, 2021
Allow "entered stage date" in Custom Report Builder
Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report read more
Reply Idea Dashboards & Reports
131 upvotes
33 Replies
brookehurford
Member
October 13, 2022
Please add this!:) It's incredibly frustrating to have a set of data that I can access in a single object report, that I can't access in a custom rep...read more
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ChrisChiha on March 03, 2022
Recurrent Surveys - Custom surveys
Hello, I have custome survey created and being shared with my customers. Now i want to use the same survey, to be able to get my partners feedback. Unlike the customer feedback, this survey will be sent every 1 or 2 months as our partners are doi read more
Reply Discussion Feedback Surveys
1 upvote
5 Replies
brookehurford
Member
September 22, 2022
Please add a way to do recurring surveys! I am sending a custom survey every other week, and have to use a survey link and make the contact enter the...read more
steinarslatten on March 16, 2021
Allow "entered stage date" in Custom Report Builder
Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report read more
Reply Idea Dashboards & Reports
131 upvotes
33 Replies
brookehurford
Member
October 13, 2022
Please add this!:) It's incredibly frustrating to have a set of data that I can access in a single object report, that I can't access in a custom rep...read more
Bob2245 on February 24, 2021
How to build this? Attach Custom Objects to Deal based on form submission
Really curious if I can build something like this! Here's my situation: Some business context: The business buys, refurbishes and re-sells heavy industrial machines. That means every sold piece of equipment is unique: each has its own mileage, s read more
Reply Discussion Custom Objects Deals Enterprise Forms Workflows
0 upvote
4 Replies
brookehurford
Member
July 06, 2022
We need this desperately. We are running a two sided market place, and contacts can be attached to multiple deals. However when they fill out forms i...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
963 upvotes
252 Replies
brookehurford
Member
June 24, 2022
Please add this ability! Not having it makes the whole process of using them completely manual, and almost useless when trying to use them with deals...read more
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