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roey
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Member since ‎Aug 25, 2020
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Roey Balbus

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Nickdhutchinson on July 30, 2020
Ability to share dashboards externally
It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick
Reply Idea Dashboards & Reports
236 upvotes
81 Replies
roey
Member
August 25, 2021
100% with this, we need to share reports with our investors and partners and there is no reason for us to create a user for them to be able to see re...read more
roey on August 05, 2021
Health / % of engagement of our database
I was looking to find what is the health of our database and by that I mean is, what is the % of my database that is enagege with us on a daily/weekly/monthly and what are the activities they are engaged with. I find it very strange that you ca read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
Tiffany35406 on June 22, 2017
Joined List Date
Please add the ability to see when contacts joined a list, without having to go into each contact's membership pages or create individual workflows for each list. I’d like to be able to pull all the joined dates from an particular list, rather t read more
Reply Idea Lists
80 upvotes
35 Replies
roey
Member
August 05, 2021
I feel like being able to see when someone joined and how long it's taken them to engage/buy from you is critical data to understand the success of y...read more
YiRui_Chua on June 09, 2021
Privatized Marketing email content
Hi team, commenting for a customer here! Seeing that sometimes emails can be very sensitive, woudl love to have the ability to completely hide marketing emails and only show them to specific users. Thank you!
Reply Idea Marketing Emails
3 upvotes
5 Replies
roey
Member
June 09, 2021
I suggested this feature since a lot of businesses need to provide regular updates to investors, senior management, and the board of advisors. Havi...read more
Jzitek on August 08, 2019
Show/Hide groups of properties based on the role
We would like to be able to Show/Hide groups of properties based on the role. This would allow users to only have to view properties related to their role.
Reply Idea Contacts & Companies
12 upvotes
3 Replies
roey
Member
September 02, 2020
I can't agree more on this one. What's the point of being able to create sections without having the ability to hide them to some team members whic...read more
roey on August 25, 2020
Video tutorial pop up
I'm leading the marketing and customer engagement on our marketplace and thought it would be handy to have an option to pop up how-to video tutorials for users that are stuck on a page as opposed to a chat or knowledge base reading.
Reply Idea Live Chat & Bots
0 upvote
0 Reply
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