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Bellefield
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Member since ‎Jan 3, 2020
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TT on March 20, 2018
How to attach email to a deal?
Hello, We're trying to import email conversations to a deal that was just created. Is there a BCC address that I can send the email conversations to, and assign them to deals? Most of our conversations are emails so this feature is very imp read more
Reply Discussion
11 upvotes
34 Replies
perspicacity
Participant | Partner
January 25, 2022 16:47
Another thing that would be super helpful: when you associate a contact to a new deal, have the option to bring along the past correpondence that's a...read more
Hobs2112 on March 31, 2020
Tasks reporting on user behavior
On a daily, weekly, monthly basis, I'd like to be able to see on the Dashboard or Sales Analytics, what sales reps are doing with their tasks. Did they act on the task? email or call? Did they change the date of the task? Did they dism read more
Reply Idea Sales Reporting Tasks
15 upvotes
3 Replies
BigDaddyBear
Participant
February 23, 2021 08:39
Agreed. This would be a really useful feature!
sjudson on November 30, 2018
Email open and click reporting for sequences
Scott from the product team here. We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting indepe read more
Reply Idea Sales Content
338 upvotes
99 Replies
infiniteloop
Contributor
October 08, 2021 12:02
How do we see which of our contacts opened, clicked, and responded to the Sequence Campaign? I don't see an option to view that information from ...read more
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