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wmeyer
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Membre depuis ‎juil. 2, 2020
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Whitney Meyer

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DarrenScottUK le Septembre 07, 2019
Quick Access shortcut to create contact / company
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
Répondre Idée Contacts & Companies
23 Mentions J'aime
5 Réponses
wmeyer
Participant
Avril 07, 2021
We would find it useful if there was a way to create a shortcut to a form, on either the contact record, customer record or anywhere else really. (We...Lire la suite
lvicelli3 le Décembre 23, 2019
Scheduled Emails List
I would a feature that shows all scheduled Sales emails in list form. This way, it is easy to verify emails that were scheduled, etc. As part of that, to be able to see scheduled emails that have been sent already would be helpful.
Répondre Idée Sales Email Extensions & Add-Ins
56 Mentions J'aime
24 Réponses
wmeyer
Participant
Mars 25, 2021
It would be highly beneficial to have a place to see all scheduled emails, to monitor what is going out for a particular day, as well as if you neede...Lire la suite
Suzie-Mamava le Octobre 30, 2020
Ability to add attachments to templates & sequences
In the Government space, especially Department of Defense, clickable links for documents are frequently not allowed by their networks. I would like the ability to add attachments to templates, and have them carry over into sequences. This would grea Lire la suite
Répondre Idée Snippets & Templates
97 Mentions J'aime
21 Réponses
wmeyer
Participant
Mars 25, 2021
I want to be able to not only link to documents within an email template, but also have the ability to attach a pdf (like you would do in a outlook e...Lire la suite
wmeyer le Mars 23, 2021
Ability to use a task queue as a workflow trigger
It would be helpful to have a task queue able to be used as a workflow trigger.
Répondre Idée Workflows
0 Mention J'aime
1 Réponse
evfishr le Octobre 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot Lire la suite
Répondre Idée Workflows
126 Mentions J'aime
48 Réponses
wmeyer
Participant
Mars 23, 2021
We have created a task queue for a specific group of targeted customers. We want the tasks to be assigned "round robin" style, but there is currently...Lire la suite
Résolues
SamAdler le Avril 15, 2019
Transactional email vs Operational email
I'm an ex-Marketo user, and in Marketo we had an option of making an email 'operational', which sounds similar to the 'Transactional' email in Hubspot. However, i've only used this kind of email for sending a 'thank you, here is the download you re Lire la suite
Répondre Discussion Email Marketing
3 Mentions J'aime
11 Réponses
wmeyer
Participant
Janvier 14, 2021
I agree with @SamAdler We use transactional type emails for order confirmations, to answer questions we get via email, etc. but we are unable to s...Lire la suite
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