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mkwdwrd
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Member since ‎Jan 2, 2018
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  • Upvotes Given
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Mike Woodward

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Activity

CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1357 upvotes
198 Replies
mkwdwrd
Participant
March 22, 2018
@EdgarCerecerez can you share your example? Love to use it if you have solved it through workflows.
DBellamy on May 01, 2017
Zip Code Segmenting
There should be a way to segment lists by email so I can target leads that are within a certain distance of a set location. I can easily geotarget with every other platform. This one should, too.
Reply Idea Lists
77 upvotes
32 Replies
mkwdwrd
Participant
February 07, 2018
I manage events all across the US and could use this segmentation is key to getting effective meetings to the right people. It's hard to get someone ...read more
jalderson on May 16, 2017
deal id search
Hi i know the system has a unique id for each deal but you cannot search by it. this would be a great way to identify one deal from another. thanks
Reply Idea Deals
45 upvotes
19 Replies
mkwdwrd
Participant
January 24, 2018
This would be great. Also would love to search by any unique ID, Contacts and Companies
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1357 upvotes
198 Replies
mkwdwrd
Participant
March 22, 2018
@EdgarCerecerez can you share your example? Love to use it if you have solved it through workflows.
kristusv on January 22, 2020
Merge Deals
It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for read more
Reply Idea Deals
458 upvotes
51 Replies
mkwdwrd
Participant
January 04, 2018
I'll just jump on this bandwagon and would love to see this functionality come about fast. We are starting to see more and more duplicate or deals th...read more
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