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Member since ‎Oct 16, 2019
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Elles van der Veen

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Ellesyanna on April 25, 2022
Currently I'm running into the issue that i cannot delete an old property, when they are still being used in a view. As a superadmin, I'd like to have the possibility to overrule this and delete this anyway. Because I'm not able to edit the vi read more
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
July 05, 2022
+1 It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via more
bellawu on April 06, 2017
Receive a notification for whenever one of my workflows encounters an error. This would avoid missing leads in real time due to undetected errors. read more
72 Replies
July 05, 2022
Is there any update on this type of feature? This type of feature is available in most other email ervice providers/CRMs -- I'm surpirsed such a more
amoa on February 10, 2020
Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more
May 18, 2022
New here and was shocked that this wasn't already an option for triggering. This is a must-have!
EnricN on October 26, 2021
I am enrolling contacts in sequences through workflows but I need to create an if/then branch for every one of the Sales Reps. I think it'd be much easier if I had the option of selecting the contact owner as sender since I previously assign the con read more
1 Reply
Contributor | Diamond Partner
March 24, 2022
This would be very helpful to have this as a owner property (be able to select different types of owners) as the sender. Now we have to make more
SCroon on April 14, 2021
I suggest that when one unenrolls contacts from a sequence, it shoud be an option to delete these contacts for good from the list. Right now, the unenrolled contacts are still displayed along the enrolled contacts and the big issue is that they also read more
4 Replies
Contributor | Diamond Partner
March 17, 2022
This would be very much needed, test contacts are now impossible to get out of the sequence
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