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CWardle
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Member since ‎Jan 6, 2021
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  • solutions
    1
  • Replies
    3
  • Upvotes Given
    29
  • Upvotes Received
    11
  • Ideas
    5

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Caitlyn Douglas

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Activity

CWardle
Participant
May 17, 2022
Reply to Custom Mapping of Fields with Docusign Integration
Badly needed upgrade to the integration. We supply an application form to our candidates to gain much of their information. In order to capture a...read more
CWardle
Participant
May 17, 2022
Reply to HubSpot - Docusign Integration: Custom Properties mapping to Docusign template
Badly needed upgarde to the integration. We supply an application form to our candidates to gain much of their information. In order to capture and ...read more
CWardle on May 11, 2022
"Is unknown" trigger caveat in workflows
I have workflows set up to automatically assign lead sources to our contacts depending on where they come from. With our ads setup though, our Google Ads redirect to our landing page, and so what's happening is that the contact will enrol through th read more
Reply Idea Workflows
0 upvote
0 Reply
CWardle
Participant
May 09, 2022
Reply to Workflow - Ability to Create Notes
Upvote! Would be extremely helpful, especially if we are able to automate the note to be pinned at the same time. Look forward to seeing this in deve...read more
CWardle
Participant
May 04, 2022
Reply to Permissions to Edit Sales Dashboard
Absolutely agree, I have 6 country dashboards that need to be visible globally but I have to go manually check every week to make sure no team member...read more
CWardle
Participant
May 04, 2022
Reply to Build a Customer Forum
This would be a fantastic add-on for our company and especially looking to expand further with our tech across AP / Global without adding more softwa...read more
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