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jgillan
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Member since ‎Dec 7, 2020
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  • Upvotes Given
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  • Upvotes Received
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    19

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Jessie Gillan

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Amir1 on October 10, 2019
Hello, As Google Mail does it : It would be great if it was possible to un-thread email conversations. Having them clogged into threads is not always the best scenario. Thank you!
4 upvotes
6 Replies
Member
February 03, 2023
Yes this would be so good, the threading doesn't work well as it's set up in Conversations.
Tactitian on May 22, 2020
Currently, when you have a back and forth conversation with a client, it gets assembled in a thread for better readability. But the thread gets duplicated as many times as there are emails within it. So a 10 email conversation with a client will gen read more
20 upvotes
11 Replies
Member
February 03, 2023
The way emails are threaded and connected should solely be based on matching subject lines, this is messing things up for our team who gets similar e...read more
jgillan on January 17, 2023
Would be really helpful to be able to track the senders of emails into the conversation/inbox data. Ideally to associate these with a team/location as well but at large just to have this data available for exporting when creating conversation report read more
0 upvote
0 Reply
JeffBantz on March 29, 2021
Having the ability to implement Workflow funcitonality with Conversations is a GREAT concept. However, there's currently no way to pull in any information/details from the event that triggers the creation of the Conversation. Without that informatio read more
5 upvotes
3 Replies
Member
January 17, 2023
fully agree this is weird to have this data and not have access to it for creating workflows.
FlywheelKinetic on January 19, 2019
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a read more
131 upvotes
52 Replies
Member
January 17, 2023
Individual salesperson goals shouldn't be a paid sales enterprice feature this should be included so managers can see individual sales performance ag...read more
CRiley on March 29, 2021
Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams. This would give more flexibility to custom fields, and hide team specific read more
Member
December 13, 2022
Adding privacy options to the product library / line item properties would be extremely helpful and essential for our business needs.
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