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michaelloberman
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Member since ‎Jan 27, 2020
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Michael Loberman

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michaelloberman on December 15, 2020
Thread emails on contact and deal records by default
Each time you go into a contact or deal record you have to click "thread emails" at the top in order to get a sensible thread of emails (rather than a line item for each reply). This preference is not remembered in any way and you have to do it each read more
Reply Idea Activity Feed
9 upvotes
1 Reply
karinamariotti on November 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Reply Idea Contacts & Companies Sales Reporting
201 upvotes
77 Replies
michaelloberman
Member
September 11, 2020
also why on the rolling date feature can you not include current day? i have a report i want to show "hot leads" which include any that have had ...read more
wgoldbeck on January 14, 2020
Marketing Email Tracking on Company Pages
I am a BD manager at a recruiting firm. We have put a lot of time and effort into creating a beautiful fee agreement template on the Marketing platform to send to our clients. Although we deal with individuals, our real clients are companies, an read more
Reply Idea Contacts & Companies
23 upvotes
12 Replies
michaelloberman
Member
September 10, 2020
We need to do a similar thing with deal based workflows If i am sending an email from a deal based workflow i would expect that email to appear o...read more
maxime_dupont on December 05, 2018
Default Sort column while editing a report
Hi there! I would like to add a default "sort" to a column of my custom report (chart-type: table). That way, I wouldn't need to sort data each time I see the report on my dashboard. If we could sort the data in the Visualization tab of th read more
Reply Idea Marketing Reporting Sales Reporting
47 upvotes
14 Replies
michaelloberman
Member
August 21, 2020
Yes this would be great and pretty basic functionality really for a report! Reports and dashboards are crucial to our business and how our intern...read more
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