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Jasey
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Apr 30, 2020
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Jasey Tielen

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dianalcont on September 30, 2021
Custom quotes that are specific to Business Units
Seems like a no-brainer to me to include custom quotes as one of the features available for each business unit (also a feature in Beta). Currently, we are able to give each business unit its own brand kit, domains, and associate companies and contac read more
Reply Discussion Business Units Quotes Sales Hub
17 upvotes
3 Replies
Jasey
Participant | Elite Partner
January 13, 2022
Hi @ethankopit , when do you expect this to be delivered? A lot of my clients ask for this functionality.
Jasey on March 30, 2021
Set up multiple rules with same dependent field or one rule with more than 1 value
Hi all, One of our clients did not want to exclude all the free email hosts, so we thought about working with dependent fields. If they filled in a free email provider like Gmail/Hotmail, we would show a dependent field for a "Company Name". T read more
Reply Idea Forms
26 upvotes
3 Replies
Jasey on November 27, 2020
Exclude page views from object record
Hi all, I think it would be a great idea to add the option to exclude certain page views from an object record. For example pages that are irrelevant for marketing/sales to see. This way the contact record is a great/clean source for marketing/s read more
Reply Idea Analytics Tools
2 upvotes
0 Reply
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