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CMartin3
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Member since ‎Jul 28, 2020
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kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
289 upvotes
107 Replies
CMartin3
Member
July 20, 2023
@jbartola I second @ELagneaux 's repsonse. Great that it's in Workflows, but where we really need it is to create lists based on doc views. Is tha...read more
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
289 upvotes
107 Replies
CMartin3
Member
July 20, 2023
@jbartola I second @ELagneaux 's repsonse. Great that it's in Workflows, but where we really need it is to create lists based on doc views. Is tha...read more
llegault on May 12, 2021
Include marketing activities in deal timeline activity filter
It would be great to be able to see a contact's marketing and other activities in a deal record's timeline. Currently we can only see sales-related activities in the associated deal. I suggest to add the ability to see marketing and other contact ac read more
Reply Idea Deals
8 upvotes
2 Replies
CMartin3
Member
September 09, 2021
+1 for this! Being able to see what web pages and sales documents have been viewed would be extremely useful for our salespeople to have access to ...read more
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
289 upvotes
107 Replies
CMartin3
Member
July 20, 2023
@jbartola I second @ELagneaux 's repsonse. Great that it's in Workflows, but where we really need it is to create lists based on doc views. Is tha...read more
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