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DHeywood
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Member since ‎Jan 20, 2021
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Dave Heywood

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DHeywood on September 21, 2023
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Background - we do a lot of revigin prospects and clients marketing engagements with our sales team, and assign follow up tasks for people where appropriate. At the moment, this is quote cumbersome to do in a consistent manner - to make sure tas read more
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DHeywood
Participant
August 14, 2023
Reply to Add offline events to Marketing Events object
Yes! more needed for marketing events to be a suitable solution. The ability to create a marketing event and attribute contacts through workflow ...read more
DHeywood
Participant
May 15, 2023
Reply to Merging Duplicates
to add to this, the current set up of overwriting with the most recent value is really problematic when dealing with multiple checkbox fields. WE use...read more
DHeywood on February 21, 2023
Easily create tasks from reports
Across our various teams, we use reports and dashboards to highlight marketing engagement with particular segments. An outcome of that review will be a bunch of tasks for people to compelte e.g get in touch with bill, discuss opportunity for account read more
Reply Idea Tasks
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DHeywood
Participant
February 20, 2023
Reply to Add Zapier zap functionality for Sales Tasks
Just to add another context to this, we use sales tasks to identify where there are gaps and request that someone completes. It also helps us keen tr...read more
DHeywood
Participant
February 16, 2023
Reply to Improve WordPress Plugin to better track "buckets" of pages
Building on this, being able to build reports and being able to pull in tags/categories would be greatly benficial. We often build tracking dashboard...read more
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