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chreaj
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Member since ‎Apr 15, 2019
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  • Upvotes Received
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chreaj on January 04, 2021
Create 'Center on a date' or 'Center on a date property' deal-based workflows
Would love for the ability to Create 'Center on a date' or 'Center on a date property' deal-based workflows.
Reply Idea Workflows
3 upvotes
4 Replies
alice2 on February 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Reply Idea Deals Workflows
93 upvotes
23 Replies
chreaj
Member
January 04, 2021
We are a real estate firm and have certain contract date deadlines. I would love to be able to have tasks and internal/external emails fire based on ...read more
chreaj on August 07, 2020
Customizing Report Visualization On Dashboards
I was looking to customize the visualization on the dashboard. It would be helpful to be able to add other properties so that you can quickly cross reference and drill deeper. For example, if I have a report base on a Deal Property "Lead Sou read more
Reply Idea Dashboards & Reports
2 upvotes
0 Reply
ColinC on December 12, 2019
Allow reports to appear on more than one dashboard
Is there a good reason why reports can only appear on one dashboard? We'd love to see the ability to share a report across multiple dashboards so that we can create and manage a single report that many users can use on their own dashboards; at t read more
Reply Idea Marketing Reporting Sales Reporting
77 upvotes
33 Replies
chreaj
Member
August 07, 2020
Would like to be able to have a report show in multiple dashboards.
noah on June 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
231 upvotes
95 Replies
chreaj
Member
January 11, 2020
Must have!
chreaj on January 11, 2020
Internal SMS being sent to Deal Record owner or HubSpot User Dynamically
Would love for deal based workflows to include internal SMS sent to deal owner or HubSpot user dynamically. There is currently only a coice to send internal SMS to a specific user or phone number. When our sales agents are assigned leads, it would b read more
Reply Idea Deals Lead Flows Sequences Workflows
11 upvotes
3 Replies
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