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KRoberts
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Miembro desde ‎mar 24, 2021
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Krystle Roberts

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Phildexter en 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 Leer más
183 Me gusta
54 Respuestas
Miembro
Junio 30, 2022
We would really benefit from this feature, from a time and efficiency standpoint.
lalexander en Noviembre 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 Leer más
658 Me gusta
181 Respuestas
Miembro
Noviembre 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...Leer más
amarstaller en Noviembre 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.
64 Me gusta
23 Respuestas
Miembro
Septiembre 21, 2021
We would really benefit from this idea!
KRoberts en Julio 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 Leer más
4 Me gusta
0 Respuestas
annemarien en Agosto 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 Leer más
268 Me gusta
58 Respuestas
Miembro
Junio 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...Leer más
SteveJenns en Marzo 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Leer más
1043 Me gusta
315 Respuestas
Miembro
Junio 17, 2021
We would like to have dependent fields required as well. We are using forms for customer set up, and if they are a new customer, we would like specif...Leer más
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