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CDefillo
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Member since ‎Mar 30, 2021
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Chelsie Defillo

Mom of 2. Gamer. Workflow Geek.

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CDefillo on September 08, 2021
Forms for Internal Use *Does not* Associate Submitter with Contact (Contact Activity)
We use forms to create tickets for internal issues such as floor model warranty submissions. It automatically associates the submitter (employee) with the ticket which then creates a mess of activity on the ticket. It would be nice if we could creat read more
Reply Idea Forms
1 upvote
3 Replies
CDefillo
Member
December 16, 2021
@MStewart76 I did end up finding a way around this. You can create a form using ticket properties and connect it to a chatflow channel and it will ...read more
Melly2022 on November 08, 2021
Favorite sections in workflows
It would be great to create "favourite" blocks in workflows similarly to that of emails that can be used in other workflows without rebuilding. example when I am doing an if/than branch for sales territory assignments it would be great to not r read more
Reply Idea Workflows
14 upvotes
2 Replies
CDefillo
Member
December 01, 2021
Yes! I was thinking the exact same thing. It would save a ton of time if I didn't have to build this out for every new lead-generating workflow. Plu...read more
CDefillo on September 08, 2021
Forms for Internal Use *Does not* Associate Submitter with Contact (Contact Activity)
We use forms to create tickets for internal issues such as floor model warranty submissions. It automatically associates the submitter (employee) with the ticket which then creates a mess of activity on the ticket. It would be nice if we could creat read more
Reply Idea Forms
1 upvote
3 Replies
CDefillo
Member
December 16, 2021
@MStewart76 I did end up finding a way around this. You can create a form using ticket properties and connect it to a chatflow channel and it will ...read more
CDefillo on July 01, 2021
Pronouns for Users
When setting up automated lead nurture emails for our contacts, I like to to introduce our contacts to their contact owners. For my introduction I use contact owner tokens, which works great for names and contact info, but it would be awesome to hav read more
Reply Idea Users & Teams & Permissions
8 upvotes
3 Replies
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