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PlyWood
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Member since ‎Feb 27, 2020
  • solutions
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Stephen Wood

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Activity

YiRui_Chua on August 30, 2023
Hi team! While we have a dev doc on the different scopes and what they are for, it does not clearly explain to our customer what user permissions are needed when installing them. While the product that the scope is for, and user permissions are u read more
5 upvotes
2 Replies
Participant
August 31, 2023
In addition to more clarity/visibility into how permissions relate to scopes, it would also be incredibly valuable to have more granularity with perm...read more
PlyWood on December 13, 2022
Goal: Provide more flexibility in subscription management associated with sales emails as well as a more consistant CRM administration experience. (Who + value): Admins - More consistant and expected behavior of the CRM saves time a read more
31 upvotes
10 Replies
MikevanBerkel on August 11, 2022
Hi, Since there is some time between placing a deal in a certain pipeline stage and the actual enrolment of the deal in a workflow, there is a chance that the deal is move further before the deal actually enrolled in the workflow. Due to this th read more
3 upvotes
5 Replies
Participant
August 12, 2022
Fair point! I'd love to be able to more easily enforce order of execution. I can't think of another way to explicitly block the stage (other than the...read more
MikevanBerkel on August 11, 2022
Hi, Since there is some time between placing a deal in a certain pipeline stage and the actual enrolment of the deal in a workflow, there is a chance that the deal is move further before the deal actually enrolled in the workflow. Due to this th read more
3 upvotes
5 Replies
Participant
August 12, 2022
Fair point! I'd love to be able to more easily enforce order of execution. I can't think of another way to explicitly block the stage (other than the...read more
adimare on September 29, 2021
Please note: as of April 18, 2022, this update is live to all accounts. The text of this post will not be updated moving forward. For up to date information about the rollout and what's included, refer to this post . For detailed produ read more
23 upvotes
81 Replies
Participant
March 24, 2022
@Helli Not to say its the ideal solution, but you could create a list (or lists) to say that association x is known and then use that to trigger a w...read more
adimare on September 29, 2021
Please note: as of April 18, 2022, this update is live to all accounts. The text of this post will not be updated moving forward. For up to date information about the rollout and what's included, refer to this post . For detailed produ read more
23 upvotes
81 Replies
Participant
March 24, 2022
@Helli Not to say its the ideal solution, but you could create a list (or lists) to say that association x is known and then use that to trigger a w...read more
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