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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
12 upvotes
37 Replies
Bellefield
Participant
March 22, 2020
Yes, I would like to be able to easily associate an EMAIL to a deal and not always a contact. We have many contacts that will email us about differe...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
Bellefield
Participant
March 12, 2020
It would be nice to have reporting on tasks. To see if they are completed and if they are completed on time
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
346 upvotes
99 Replies
Bellefield
Participant
February 27, 2020
Why can't we get this report for one on one emails? The nature of our business does not allow us to use sequences. We would still like to see how m...read more
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