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mtallia
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Member since ‎Jan 13, 2020
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Michael Tallia

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Johannakata on April 28, 2020
Reports: visualization options
The Reports builder and related Dashboards is a nice tool for creating reports automatically and also to send those to management/supervisors automatically by email. However, there are some features I would love to have: In visualizations, I'd l read more
Reply Idea Feedback Surveys
8 upvotes
1 Reply
mtallia
Member
January 28, 2021
I'd like to be able to filter reports order of monthly trending reports such as ones attached and in my dashboard. I have to scroll in the demos and ...read more
mtallia on December 15, 2020
Document View Slack Message Workflow Push
Hello, Currently we use many triggers of form fill outs, meetings booked, etc to then push slack notifications to our sales slack channel. This has helped us run faster and be transprent in all things we do. Right now workflows do not suppor read more
Reply Idea Workflows
2 upvotes
1 Reply
mtallia on October 29, 2020
Update Contacts Shown Under Company to Most Engaged
Right now, contacts are not ordered in any specific way under a company rather they show up in the order they were created. This is tedious for a user hopping into an account having to open "Filtered View" to find more important contacts that may be read more
Reply Idea Contacts & Companies
0 upvote
1 Reply
mtallia on October 01, 2020
User Data Workflow Options
Right now we don't have the ability to create workflows based on user data - if x rep creates x amount of contacts/accounts or a new document is uploaded or some kind of goal is met based on activity etc. Ideally, user data and/or goals could be read more
Reply Idea Workflows
0 upvote
0 Reply
RyanBarbour on April 27, 2017
Add ability to sort summary view in reports
When using a summary report, would be great to have some sorting options so you could sort by biggest/smallest value or sort by alphabetical order.
Reply Idea Marketing Reporting Sales Reporting
38 upvotes
17 Replies
mtallia
Member
September 17, 2020
I second the above. I have a bunch of reports in my dashboard and I have to scroll to bottom to see most current month. Ideally, sort ability for...read more
JaclynSchmitz on January 28, 2020
Ability to A/B Test with Sequences
It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.
Reply Idea Sequences
362 upvotes
125 Replies
mtallia
Member
May 27, 2020
This is a major gap this capability does not exist. We just had a marketing/sales sync and we are constantly updating templates to what we "think" is...read more
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