SteveArmitage

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Stephen Armitage

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Activity

SteveArmitage on September 15, 2022

Enable LinkedIn and WhatsApp activity types in Salesforce Integration

The new WhatsApp and LinkedIn activity types look great, but we need to be able to map them to Salesforce Tasks through the Salesforce integration.

Reply Idea Activity Feed

0 upvote

0 Reply

SteveArmitage on July 04, 2022

Allow a match in the 'create' tab when associating a contact with an account

When you enter a company name or domain to associate a contact with an account, it shows matches. I have 2 suggestions: 1. In the create tab, if it finds a match, allow me to select and say 'use this account'. Currently, I have to go to the exis read more

Reply Idea Contacts & Companies

0 upvote

0 Reply

karstenkoehler on May 29, 2021

Strict view only permissions for users (restrict access to all tools)

Hello product team, Currently it's not possible to create an actual "look but don't touch" account for users who should have view only access. The documentation makes it sound like that's possible but users without sales access, for ex read more

Reply Idea Users & Teams & Permissions

15 upvotes

5 Replies

SteveArmitage

Participant

August 04, 2021

I have a slight variation on this: I want our users to be able to view and edit existing records, but not create new ones. Our specific issue is ...read more

Rianne on March 08, 2019

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more

Reply Idea Meetings

727 upvotes

403 Replies

SteveArmitage

Participant

December 17, 2020

I would love to be a Beta tester. I was planning on using meeting scheduler, but find I cannot as there is no Teams meeting integration.

ndwilliams3 on January 25, 2017

Workflow Step Notes

Workflows can be complex and it would be great it you could add notes to a step to explain what it's doing for other members on the team. In programming, you leave comments in the code to help explain a function, why not have something similar in read more

Reply Idea Workflows

65 upvotes

44 Replies

SteveArmitage

Participant

May 18, 2020

@MeganLegge @jtremblay The titles for IF statements was been a great step forward to help explain the logic in 'marketing english'. Anything els...read more

SteveArmitage on November 21, 2019

Add a videos to show in activity timeline, filters and reports

I want videos (and possibly all file types) to act like CTA's, Forms & Page views 1. Contact timeline activity I want our team to see that a contact has viewed a video & %viewed they viewed in the contact activity timeline, similar to C read more

Reply Idea Activity Feed Contacts & Companies Lists Marketing Reporting Workflows

1 upvote

2 Replies

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