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Member since ‎Sep 29, 2020
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Angus McDonald

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allenday on April 23, 2018
I would like to be able to apply multiple refine-by filters to contact properties when creating lists and workflows. Example specific use-case: Contacts actively browsing specific content. Contact has visited URL containing [ read more
6 Replies
Member | Diamond Partner
July 28, 2021
Absolutely agree this is a big downfall currently. All examples on this thread are relevant.
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
161 Replies
Member | Diamond Partner
July 19, 2021
This would be particularly useful for businesses that have a large range of products that are supplied as part of an installation of the 'master' more
AngusMcDonald on September 29, 2020
Currently the Last Activity Date field is updated if a task is not completed against the record. This is problematic for users who get behind on their tasks (guaranteed this happens a lot) who then wish to view which record they've worked on most re read more
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