When creating a workflow to update a property based on some stage or activity, it would be useful to set the property date based on the day of the week. For example, if it's Monday, datestamp the payment date property for the previous Friday. If read more

My reps want to be assigned leads by day of the week, no matter how much I tell them it isn't standard or doable with automation. I tried having a workflow for each rep that only executes on the day that sales person is active but without limit read more

Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more

I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more

Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more

I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more