kreiner2006

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kreiner2006 on January 23, 2025

Lead & Deal Association

I would like to be able to associate Leads with Deals in the create Deals screen and via automation. This would remove extra steps from our teams.

Reply Idea Workflows

1 upvote

0 Reply

kreiner2006 on November 21, 2024

New Forms Experience

Ability to change button placement to next to fields or CSS on the button to change placement.

Reply Idea Forms

0 upvote

0 Reply

kreiner2006

Contributor

November 21, 2024

Reply to New Forms Experience - Button Placement

Thank you!

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kreiner2006 on November 21, 2024

New Forms Experience - Button Placement

Is it possible to move the button next to the field? I found an example in the old experience to do this with CSS and tested it. It did not work for me.

Reply Discussion Forms

0 upvote

2 Replies

kreiner2006 on June 03, 2024

Email Reply Sentiment

It would be nice if we could see, specifically in sequences, if the email reply was positive or negative. The goal would be to see which emails get the most positive responses. Right now I have to track this manually.

Reply Idea Sequences

2 upvotes

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kreiner2006

Contributor

February 28, 2021

Reply to Change the date of notes. Especially on a deal so I can note when I "actually" took the note.

Occasionally for whatever reason sales might not enter that note same day and they would need to update as mentioned above, but when we imported our ...read more

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