rodcunha

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Rodrigo Cunha

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amoa on Fevereiro 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 Leia mais

Responder Idéia Lists Sales Documents Sales Reporting Workflows

145 avaliações positivas

35 Respostas

rodcunha

Participante

Novembro 25, 2022

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

rodcunha on Agosto 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 Leia mais

Responder Idéia Workflows

0 avaliações positivas

0 Respostas

LVered on Setembro 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.

Responder Idéia Dashboards & Reports

1 avaliações positivas

1 Respostas

rodcunha

Participante

Janeiro 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 Novembro 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 Leia mais

Responder Idéia Lists

0 avaliações positivas

0 Respostas

Mr_E on Outubro 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

Responder Idéia Account Settings

189 avaliações positivas

82 Respostas

rodcunha

Participante

Outubro 08, 2021

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

ddomroski on Abril 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.

Responder Idéia Sequences

172 avaliações positivas

69 Respostas

rodcunha

Participante

Setembro 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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