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mtallia
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Member since ‎Jan 13, 2020
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mtallia
Member
January 28, 2021
Reply to Reports: visualization options
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
mtallia
Member
September 17, 2020
Reply to Add ability to sort summary view in reports
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
mtallia
Member
May 27, 2020
Reply to Ability to A/B Test with Sequences
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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