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KRoberts
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Member since ‎Mar 24, 2021
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  • Upvotes Given
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  • Upvotes Received
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Krystle Roberts

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Activity

Phildexter on May 31, 2017
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa read more
153 upvotes
44 Replies
Member
June 30, 2022
We would really benefit from this feature, from a time and efficiency standpoint.
KRoberts on February 10, 2022
Hello! I am looking to build a custom manage subscription page where our contacts can modify their preferences regarding which email marketing lists they are added to. We are a manufacturing company, and have far too many options to create sepa read more
0 upvote
1 Reply
lalexander on November 14, 2018
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
567 upvotes
164 Replies
Member
November 04, 2021
We would greatly benefit from this ability. I would like to create a contact field for forms including product numbers, and based on the selection au...read more
amarstaller on November 30, 2016
I export the form submissions we've received each day...the same data points each time. It would be great if you could build an automated export that was emailed to a specified email once every 24 hours.
48 upvotes
21 Replies
Member
September 21, 2021
We would really benefit from this idea!
KRoberts on July 26, 2021
We would like to send an auto reply email to form submissions who reach us after business hours to let them know when to expect a response from us. We don't want this same email to reach the form submissions who will be responded to right away. Is t read more
3 upvotes
0 Reply
annemarien on August 26, 2020
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide read more
132 upvotes
28 Replies
Member
June 21, 2021
Yes, please! I have custom fields at the company and contact level that I need to compare. I would prefer to export and do a v-lookup to quickly iden...read more
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