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AngusMcDonald
Member | Gold Partner
Member | Gold Partner
Member since ‎Sep 29, 2020
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allenday on April 23, 2018
Apply multiple refine by filters to contact properties
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 [example.com/blog read more
Reply Idea
39 upvotes
6 Replies
AngusMcDonald
Member | Gold Partner
July 28, 2021
Absolutely agree this is a big downfall currently. All examples on this thread are relevant.
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
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
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
AngusMcDonald
Member | Gold 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' pro...read more
AngusMcDonald on September 29, 2020
Last Activity Date does not = Last Activity Date
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
Reply Idea Activity Feed
2 upvotes
0 Reply
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