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nmason
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Member since ‎Jul 5, 2017
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Nick Mason

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fsta on February 16, 2017
View Deal and Contact Properties in One Report
We require the ability view/export one report or list that combines properties from both contacts and deals. I'm confused as to how this basic functionality is not currently available. Currently, we have to export our contacts and deals separ read more
Reply Idea Contacts & Companies Deals Sales Reporting
26 upvotes
7 Replies
nmason
Participant
September 08, 2017
I agree with this but there also should be data that is shared between deals and companies. Industry, for example, is a company property, so you can'...read more
troelsfeodor on September 06, 2017
More advanced logic in contact/company/deal filters
The filters in the contact, company and deal views are too limited. We are really missing more advanced logic like you offer on Marketing Lists. E.g. OR-logic, "has never/ever been", "is before/after property".
Reply Idea Contacts & Companies Deals
44 upvotes
8 Replies
nmason
Participant
September 08, 2017
We'd love functionality like this, but also to select company properties in deals. Like industry. To see all deals broken down by industry would be a...read more
MattF on September 01, 2017
Filter Deals Based on Company Properties
It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we're running a campaign and I have a property for leads (in the Company status), once those become Deals, ther read more
Reply Idea Productivity Tools Sales Content Sales Reporting
57 upvotes
30 Replies
nmason
Participant
September 08, 2017
We are looking for something similar to this. We'd love to see all our deals by Industry, but the industry is segmented to the company area only. We'...read more
bellawu on April 06, 2017
Work flow option: Avoid bank holidays
Can you implement a feature so that if your workflow is determined by x amount of days follow up, you can set up a rule that will avoid sending emails on any bank holidays, Christmas day, New year etc. You already have a business days only rule so read more
Reply Idea Workflows
72 upvotes
23 Replies
nmason
Participant
July 05, 2017
The easiest way to do this wold be to choose "black out" dates for the next 12 months. We wanted to avoid sending emails on July 4th to our US custom...read more
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