rodcunha

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Rodrigo Cunha

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amoa le Février 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 Lire la suite

Répondre Idée Lists Sales Documents Sales Reporting Workflows

145 Mentions J'aime

35 Réponses

rodcunha

Participant

Novembre 25, 2022

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

rodcunha le Août 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 Lire la suite

Répondre Idée Workflows

0 Mention J'aime

0 Réponse

LVered le Septembre 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.

Répondre Idée Dashboards & Reports

1 Mention J'aime

1 Réponse

rodcunha

Participant

Janvier 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 le Novembre 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 Lire la suite

Répondre Idée Lists

0 Mention J'aime

0 Réponse

Mr_E le Octobre 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

Répondre Idée Account Settings

189 Mentions J'aime

82 Réponses

rodcunha

Participant

Octobre 08, 2021

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

ddomroski le Avril 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.

Répondre Idée Sequences

172 Mentions J'aime

69 Réponses

rodcunha

Participant

Septembre 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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