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ErinHertz
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Member since ‎Mar 13, 2020
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Erin Hertz

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ErinHertz on March 13, 2025
Custom report group cloning
Add ability to clone a group in the custom report builder. I recently noticed you can clone individual properties once you click into it now, but being able to clone an entire group would be a huge time saver when making complicated reports - simila read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
ErinHertz
Participant
September 17, 2024
Reply to add dependent fields to survey questions
YES! I want specific questions to be displayed based on a property on the contact. At the moment, we have somewhat of a workaround using Logic on...read more
ErinHertz on June 28, 2024
Goals updating in real time
Our team LOVES the new goals dashboard and the ability to make custom goals. Our only problem with it is that it refreshes every ~24 hours and even when you manually push an Refresh, it's still not immidate. Our sales team especially is very on top read more
Reply Idea Sales Reporting
1 upvote
0 Reply
ErinHertz
Participant
December 29, 2023
Reply to Internal Marketing Email in Deal Workflow or Editable Internal Notifications
This is very much needed for our company as well. We send internal notifications based on a deal closing and we need the functionality of a marketing...read more
ErinHertz
Participant
October 24, 2023
Reply to Order Deal Association Sidebar
I had a similar idea! In the settings, you could let us dictate the order of importance of deal stages for it to display on the contact record.
ErinHertz
Participant
September 22, 2023
Reply to Send external email alerts from a workflow
On Contact based workflows, I'm able to set up an external marketing email send but this is n't available on Deal workflows - which we really need!
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