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Rebecca Rutel

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Adam-SixandFlow le Novembre 05, 2020
Currently, you have no date property that tells you today's date. This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactivel Lire la suite
284 Mentions J'aime
75 Réponses
Juin 13, 2024
How is this still not available? This is a fairly basic field and the workarounds haven't been reliable. I don't think we should have to pay to upgra...Lire la suite
H1Randerson le Février 23, 2024
It would be beneficial to be able to use snippets when filling out properties on records. This would be especially useful for rich text properties.
Février 27, 2024
FYI: There's already 2 different threads about this: la suite
Hal le Juin 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
419 Mentions J'aime
157 Réponses
Octobre 20, 2023
ALL - Not sure why no one has posted here, but there is a workaround. Not sure when it became available either, but I just discovered it this week. T...Lire la suite
Wilco le Mars 03, 2017
Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere. Thanks for any guidance.
115 Mentions J'aime
24 Réponses
Août 29, 2023
We could absolutely use this! I do see there are 2 different apps I can integrate, but neither allows us to have any formatting for our notes.
RebeccaAM le Août 11, 2023
The restore engagements feature could be so good for tracking down misses in order to create stopgaps and procedures to avoid said misses. The problem doesn't give us enough information. All we can see is the activity name, type, who delete Lire la suite
0 Mention J'aime
1 Réponse
cduffy le Janvier 02, 2020
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi Lire la suite
57 Mentions J'aime
26 Réponses
Avril 13, 2023
It's been almost a year since my last comment and as far as I can tell, this still hasn't happened. If playbooks are intended to help with sales scri...Lire la suite
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