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JenD1
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Member since ‎Jun 2, 2020
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JenD1 on October 27, 2022
forms forcing lifecycle stage
Please bring back the option to have NO lifecycle stage forced in a form. This is horrible and causes many issues. We have customers, MQL, and SQL all fill out the same forms sometimes and to force a Customer as a SQL is wrong. Then to fix it all by read more
Reply Idea Forms
0 upvote
0 Reply
ndwilliams3 on January 25, 2017
Dropdown and hidden field options for Lead Flow's
Currently Lead Flows are limited to text only contact proprty fields. It is a great feature as it makes it extremely easy to add forms and CTA's across an entire site or multiple pages with little effort. For customers on the paid marketing platform read more
Reply Idea Forms
88 upvotes
18 Replies
JenD1
Member
December 10, 2020
Any update on this feature? In order to track ad conversions, we need the form to be able to have the button go to a URL and also need to have hidden...read more
JenD1 on November 30, 2020
Adding multiple properties to the visualization tab
I would like to add multiple properties to one report and filter it by deal stage. This is IMPORTANT to be able to report on conversions since you can't pull forms into reports with filter deal stages. Thank you
Reply Idea Dashboards & Reports
0 upvote
0 Reply
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
JenD1
Member
June 17, 2020
@ybaptiste yes, we do not want our customers to see certain pipelines that have nothing to do with them. We should be able to assign users to 1 or ...read more
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
JenD1
Member
June 17, 2020
@ybaptiste yes, we do not want our customers to see certain pipelines that have nothing to do with them. We should be able to assign users to 1 or ...read more
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