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GeorgeT
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Member since ‎Oct 8, 2019
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charliepinker on September 26, 2018
Link to individual activities in timeline
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra read more
Reply Idea Contacts & Companies
53 upvotes
32 Replies
GeorgeT
Member
October 20, 2021
If folks are interested in a somewhat effective workaround hack for this: Create an Activities report that filters for the engagements/activities...read more
Jmjermaz on March 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Reply Idea Calling
336 upvotes
137 Replies
GeorgeT
Member
December 11, 2019
Hi @vvadlamani please add me to the list for beta testing this feature when available. Thank you!
natedame on February 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
Reply Idea Tasks Workflows
303 upvotes
60 Replies
GeorgeT
Member
October 09, 2019
We use tasks to record sales activity on the deal record - it would be great if we could automatically "complete" these tasks with a workflow based o...read more
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