rodcunha

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Rodrigo Cunha

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amoa on Februar 10, 2020

Use clicks on Sales Documents as trigger (e.g. for workflow)

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document Beitrag ansehen

Antworten Idee Lists Sales Documents Sales Reporting Workflows

146 Likes

36 Antworten

rodcunha

Teilnehmer/-in

November 25, 2022

This seems like such an oversight that is hard to understand how it hasn't been done.

rodcunha on August 23, 2022

Assign Chat Agent to Contact Ownter

Hi, The Problem: We have ran into an issue that I thought would be a lot easier to resolve than actually is. There doesn't seem to be a conversation property for owner that is assignable or can be copied to the contact, nor there seems to be Beitrag ansehen

Antworten Idee Workflows

0 Likes

0 Antwort

LVered on September 18, 2021

Date range for dashboard

I think it would be helpful if I could add a date range for a dashboard instead of editing each report with the rolling dates.

Antworten Idee Dashboards & Reports

1 Likes

1 Antwort

rodcunha

Teilnehmer/-in

Januar 05, 2022

I totally agree with this. This makes so much sense I can't believe this has had no upvotes so far. I was going to submit this very idea just now.

rodcunha on November 16, 2021

Alter list filter behaviour

I recently had some trouble understanding why lists wouldn't populate when I used the same filters as in contacts. As it happens the lists have been given an added functionality to filter in or out results with empty properties while this was defaul Beitrag ansehen

Antworten Idee Lists

0 Likes

0 Antwort

Mr_E on Oktober 18, 2017

Admin login as other user

The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver

Antworten Idee Account Settings

189 Likes

82 Antworten

rodcunha

Teilnehmer/-in

Oktober 08, 2021

I would like for us to be added to this beta too. Thanks. R

ddomroski on April 12, 2019

Sequence Testing

It would be great to be able to test a sequence immediately (see the emails and task notifications) instead of having to wait for it process through the timing.

Antworten Idee Sequences

172 Likes

69 Antworten

rodcunha

Teilnehmer/-in

September 15, 2021

How can this not be currently planned? Such an important feature to iteratively improve our messaging. Please get this schedulled HS.

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