We need our phone numbers to be automatically validated to our country code so it is saved on the customer account without having to manually do this every time. We have the numbers populating to a Google sheet and they never save correctly 続きを読む

Our Service team only works normal business hours Monday-Friday, and not the weekends. In order to truly calculate things like "average time to first response" we would need the data to only calculate for the weekdays since including the weekends sk 続きを読む

It would be great to create reports based on the day of the week and the time something happend. E.g. on which day of the week we close the most deals. On which weekday and time we have the most chat conversations.

Hi, I was very suprised to find out that you can't have multiple steps in a sequence on the same day. For example, I might want a LinkedIn connection request and a phone call step on the same day. Or, an auto-email being sent out and a LinkedIn 続きを読む

Currently in attribution reports, you can select multiple dimensions to report on, including "Asset Type" and "Asset Title". This sounds great, however, you are not able to select "Asset Type" and then "Asset Title" to get a breakdown of titles grou 続きを読む

Hi guys, In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, et 続きを読む