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KRoberts
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Member since ‎Mar 24, 2021
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Krystle Roberts

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Activity

Phildexter on May 31, 2017
Sorting list by associated company
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa read more
Reply Idea Contacts & Companies Lists
181 upvotes
53 Replies
KRoberts
Member
June 30, 2022
We would really benefit from this feature, from a time and efficiency standpoint.
KRoberts on February 10, 2022
Custom Fields on Manage Subscription Pages
Hello! I am looking to build a custom manage subscription page where our contacts can modify their preferences regarding which email marketing lists they are added to. We are a manufacturing company, and have far too many options to create sepa read more
Reply Discussion Enterprise
0 upvote
1 Reply
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
KRoberts
Member
November 04, 2021
We would greatly benefit from this ability. I would like to create a contact field for forms including product numbers, and based on the selection au...read more
amarstaller on November 30, 2016
Automated Exporting
I export the form submissions we've received each day...the same data points each time. It would be great if you could build an automated export that was emailed to a specified email once every 24 hours.
Reply Idea Forms
63 upvotes
23 Replies
KRoberts
Member
September 21, 2021
We would really benefit from this idea!
KRoberts on July 26, 2021
Auto Reply from a Form Submission After Business Hours
We would like to send an auto reply email to form submissions who reach us after business hours to let them know when to expect a response from us. We don't want this same email to reach the form submissions who will be responded to right away. Is t read more
Reply Idea Forms
3 upvotes
0 Reply
annemarien on August 26, 2020
Export a single property's sub-values (e.g. dropdowns, checkboxes)
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide read more
Reply Idea Account Settings
251 upvotes
55 Replies
KRoberts
Member
June 21, 2021
Yes, please! I have custom fields at the company and contact level that I need to compare. I would prefer to export and do a v-lookup to quickly iden...read more
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