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blawlorSJ
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Membre depuis ‎juin 6, 2017
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  • Mentions J'aime obtenues
    17
  • Idées
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joshflightbucks le Avril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Lire la suite
Répondre Idée Account Settings
223 Mentions J'aime
118 Réponses
blawlorSJ
Membre
Juin 17, 2020
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...Lire la suite
joshflightbucks le Avril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Lire la suite
Répondre Idée Account Settings
223 Mentions J'aime
118 Réponses
blawlorSJ
Membre
Juin 17, 2020
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...Lire la suite
joshflightbucks le Avril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Lire la suite
Répondre Idée Account Settings
223 Mentions J'aime
118 Réponses
blawlorSJ
Membre
Juin 17, 2020
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...Lire la suite
blawlorSJ le Septembre 12, 2019
Rolling Dates for Workflows and Ticket Properties
We use Service Hub pipelines for our technical support. We'd like to create workflows that automatically set deadlines for these items. An example of what we need: When a ticket is created, a ticket automatically gets a two week deadli Lire la suite
Répondre Idée Workflows
16 Mentions J'aime
3 Réponses
SCastro le Août 03, 2017
Dashboard Team/User Visability Options
The ability to share specific dashboards with specific teams or users. As any company, we have access rights to information as well as programs. Currently, anyone in the company can see all shared dashboards, unless I keep them private, or I would Lire la suite
Répondre Idée Account Settings
31 Mentions J'aime
12 Réponses
blawlorSJ
Membre
Juillet 22, 2019
We're on this train too. We have the reports Add-on and want to set up weekly sales reports for our team and their managers. Currently we need to cre...Lire la suite
CristianP le Octobre 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl Lire la suite
Répondre Idée Snippets & Templates
140 Mentions J'aime
96 Réponses
blawlorSJ
Membre
Juillet 02, 2019
With an ever increasing sales staff - snippets are a great help, learning the sales langauge of our products, etc. We've got great "go-to" langauge t...Lire la suite
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