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KRoberts
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Membre depuis ‎mars 24, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Krystle Roberts

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Activité

Phildexter le Mai 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 Lire la suite
183 Mentions J'aime
54 Réponses
Membre
Juin 30, 2022
We would really benefit from this feature, from a time and efficiency standpoint.
lalexander le Novembre 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 Lire la suite
657 Mentions J'aime
181 Réponses
Membre
Novembre 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...Lire la suite
amarstaller le Novembre 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 Mentions J'aime
23 Réponses
Membre
Septembre 21, 2021
We would really benefit from this idea!
KRoberts le Juillet 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 Lire la suite
3 Mentions J'aime
0 Réponse
annemarien le Août 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 Lire la suite
264 Mentions J'aime
57 Réponses
Membre
Juin 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...Lire la suite
SteveJenns le Mars 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 Lire la suite
1042 Mentions J'aime
314 Réponses
Membre
Juin 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...Lire la suite
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