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TimWheeler79
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Member since ‎Mar 31, 2021
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Tim Wheeler

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Activity

usmiclow on October 20, 2017
When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau read more
425 upvotes
147 Replies
Member
January 12, 2022
@BuyGoldAndBTC , you can handle a multitude of actions with Zapier, but do you really want to pay for 2 zaps for every instance? We're talking about...read more
KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
274 upvotes
87 Replies
Member
December 24, 2021
On the other hand @Slim-Ben-Salah , your explanation of how to accomplish this, demostrates how ridiculously complicated it would be to build a work...read more
KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
274 upvotes
87 Replies
Member
December 24, 2021
On the other hand @Slim-Ben-Salah , your explanation of how to accomplish this, demostrates how ridiculously complicated it would be to build a work...read more
KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
274 upvotes
87 Replies
Member
December 24, 2021
On the other hand @Slim-Ben-Salah , your explanation of how to accomplish this, demostrates how ridiculously complicated it would be to build a work...read more
raffa_gaia on August 04, 2020
Currently it is possible to set a workflow to create a service ticket whenever it is detected that a contact has a call note. However, it is not possible to actually copy the call note itself into the service ticket. This implies manual work for o read more
4 upvotes
1 Reply
Member
December 21, 2021
I have a somewhat different usecase, but the idea is still the same. It would be nice to access certain call properties for use in other areas. For m...read more
FelipeFelix on July 08, 2020
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t read more
83 upvotes
30 Replies
Member
November 05, 2021
Seriously? Are we now going to roll every new feature into Operations Hub so that no one can afford to access them?
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