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JPowell1
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Member since ‎Jun 28, 2018
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Jack Powell

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Activity

hroberts on July 23, 2019
Meeting reminder emails for meetings booked through the CRM
While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama read more
Reply Idea Meetings
153 upvotes
62 Replies
JPowell1
Participant
July 29, 2020
Another instance where relative date filters not being consistently applied to different fields causes issues. Need to be able to create workflows ba...read more
JaclynSchmitz on January 28, 2020
Ability to A/B Test with Sequences
It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.
Reply Idea Sequences
362 upvotes
125 Replies
JPowell1
Participant
July 24, 2020
I agree this feature is needed. Potential work around for this could be to set up 2 sequences and split enrollment equally, then monitor performance ...read more
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
JPowell1
Participant
July 15, 2020
Another instance where this would be helpful is with Deals. You can have multiple pipelines, but the properties users must populate when creating...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
JPowell1
Participant
June 16, 2020
This limitation causes issues on a regular basis when reporting.
Mmccarthy on February 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Reply Idea Sales Reporting
210 upvotes
58 Replies
JPowell1
Participant
June 16, 2020
+1 We'd like to be able to filter dashboards using custom properties.
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
JPowell1
Participant
July 15, 2020
Another instance where this would be helpful is with Deals. You can have multiple pipelines, but the properties users must populate when creating...read more
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