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amandacp
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Member since ‎Feb 6, 2019
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Activity

brittanyCP1 on July 22, 2021
Better Search Options In Workflows
Hello, you should be able to search properties in the search field of workflows. If you wanted to set a lead status or lifecycle stage, you should be able to search for that! It's crazy to me that you would have to search for properties, then go to read more
Reply Idea Workflows
2 upvotes
4 Replies
amandacp
Member
July 22, 2021
Yes please. This is needed!
NataliaTorres on October 15, 2019
Better Tasks Filters
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact read more
Reply Idea Tasks
187 upvotes
59 Replies
amandacp
Member
March 30, 2021
Yes more organization please!
brittanyCP1 on May 07, 2020
Averages In Reporting
Please, for the love of all things statistics and reporting, allow the ability for averages in a report! We are trying to see not only our demos booked and completed for a certain time frame, but the running average of demos booked. That way, we ca read more
Reply Idea Sales Reporting
52 upvotes
15 Replies
amandacp
Member
May 07, 2020
YES
DiegoPI on June 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
Reply Idea Meetings
1009 upvotes
331 Replies
amandacp
Member
April 26, 2019
I agree with Brittany, we need this! Instead of having a contact get a "Calendar Invite" email with the zoom meeting link, I want the ORIGINAL email ...read more
amandacp on April 10, 2019
More Activity Tab Options
I love how we can sort our notes by "Activity, Notes, Emails, Calls, and Tasks" at the top of a contact record but it would LOVE if we could add a "Meetings" tab and also one for any "Form Submissions" that are filled out. It would make it SO much read more
Reply Idea Contacts & Companies Forms Meetings Tasks
51 upvotes
23 Replies
Zeppelin on February 08, 2019
"create a follow up task" customize the task title
When an activity is logged and the option is presented to "create a follow up task" i would like to be able to edit the title of this task during this step, one is only allowed to chose in how many days the task will be created. I do not find the cu read more
Reply Idea Tasks
39 upvotes
25 Replies
amandacp
Member
February 06, 2019
Yes please! This would make life so much easier!
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