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hannahflat
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Member since ‎Dec 18, 2019
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hannahflat on November 14, 2022
Easily delete a formatted phone number
The new format phone number option is great for keeping data nice and tidy, and works really well with our Aircall integration. However once a number has been formatted, you can't delete the number and hit save. You first have to remove number read more
Reply Idea Contacts & Companies
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hannahflat
Contributor
October 31, 2022
Reply to Unique URL for each Deal Pipeline
Yes this would be really useful! It's very annoying when you have multiple pipelines and you can't direct link to them.
hannahflat
Contributor
October 26, 2022
Reply to Report the sequence status in a list
Yes please! There seems to be little use in using sequences for prospecting, if you can't differentiate a contact who finished a sequence based on wh...read more
hannahflat
Contributor
October 20, 2022
Reply to Customizing deal properties across teams when creating a deal
Yes! This seems like a really basic feature for a CRM to have. We use different pipelines for different things (prospecting, account management, init...read more
hannahflat
Contributor
October 20, 2022
Reply to Customize deal cards by pipeline
Hi @JeannieN Is it possible to still be added to the Beta? We use pipelines for a variety of different things, and not all pipelines require the sa...read more
hannahflat on October 20, 2022
Use expected close date NOT close date in forecasting
I am setting up the forecasting tool for the first time. I noticed that the time period is based off the close date. It would be great to have the option to use Expected Close Date for this instead. Yes we can set the Close Date as an estimated date read more
Reply Idea Deals
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