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joelgrossman
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Member since ‎Feb 12, 2020
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  • Upvotes Given
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joelgrossman
Participant
August 22, 2024
Reply to Task-based workflows
Yes, please. Would like to be able to TRIGGER based on a task (which is sometimes created by a 3rd party integration) and also edit tasks (reassign, ...read more
joelgrossman on June 28, 2024
Better formatting, like dividers, in drop-down menus
HTML has supported a divider in a drop-down menus since ~1994. There are lots of reasons to support dividers in property downtown menus. One example: Region / State, I'd like a divider between the US States and the Canadian Provinces. I can read more
Reply Idea Forms
0 upvote
0 Reply
joelgrossman
Participant
January 22, 2024
Reply to Make deal splits data available via public API
Deal splits are not useful for us without this. I'm fact, it causes problems because the deal is apparently split in HS but our commission platform c...read more
joelgrossman
Participant
November 29, 2023
Reply to Ability to control meeting outcomes via workflow
Yes -- this would be extremely helpful. Meeting Outcome being set automatically could trigger all kinds of very useful follow-up.
joelgrossman on August 17, 2023
Workflow: Meeting Booked event trigger should include activity type
Our team has different kinds of meetings, which are set in their meeting links as a Meeting Type (though they're actually activity types). For example, Sales Demo, Customer Check-in, etc. The automations that we'd like to trigger will be very di read more
Reply Idea Meetings Workflows
1 upvote
0 Reply
joelgrossman
Participant
June 08, 2023
Reply to Make deal splits data available via public API
Deal splits matter for commissions. I'm not sure how anyone else does it, but we now use a 3rd party commission platform for calculating commiss...read more
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