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chad2
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Member since ‎Sep 25, 2020
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Chad Haertling

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Activity

chad2 on March 22, 2021
Revoke Sales Document Link Access (Link Expired Option)
Hello - it would be nice to be able to revoke document access for links that have already been sent out to prospects and clients. Currently, it looks like the only option is to delete the entire document which means I'd lose all of the analytics. I read more
Reply Idea Sales Documents
6 upvotes
2 Replies
glencornell on April 11, 2019
Drill-downs for Sequences Open/Click Reporting
There's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequence but it does not allow users to take action from read more
Reply Idea Sales Reporting Sequences
410 upvotes
151 Replies
chad2
Participant
January 08, 2021
This is a bit helpful but lead scoring for sales emails and sequences is ideal. If a contact within a specific industry, title, location, etc. clicke...read more
BrianR on September 20, 2018
Pausing a Sequence
I think it would be good to be able to pause a sequence. Sometimes you put a prospect on a sequence and things happen... illness, weather (hurricanes) and there is no sense continuing sending them emails and making calls when you know they aren't go read more
Reply Idea Sequences
172 upvotes
103 Replies
chad2
Participant
November 18, 2020
With the upcoming holidays, it is imperative that sequences should be able to be paused. Thanksgiving is next week followed by several more holidays....read more
chad2 on September 25, 2020
Lists - Sort in Ascending/Descending Order by Associated Company
There are no up/down arrows by "associated company" in lists view. I get that I can filter out certain companies but I am trying to sort in ascending/descending order like I can by "name", "email", "lead status", etc. I just don't see the arrows for read more
Reply Idea Lists
7 upvotes
3 Replies
chad2
Participant
November 06, 2020
@cslana thank you for that tip! That certainly helps as a stop-gap for now but for sure would be nice to be able to sort by company per the origina...read more
chad2 on September 25, 2020
Lists - Sort in Ascending/Descending Order by Associated Company
There are no up/down arrows by "associated company" in lists view. I get that I can filter out certain companies but I am trying to sort in ascending/descending order like I can by "name", "email", "lead status", etc. I just don't see the arrows for read more
Reply Idea Lists
7 upvotes
3 Replies
chad2
Participant
November 06, 2020
@cslana thank you for that tip! That certainly helps as a stop-gap for now but for sure would be nice to be able to sort by company per the origina...read more
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