EKraaijenzank

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アクティビティ

umbck 1月 10日, 2019

Sending Sequences from a shared inbox

My team and I would like to be able to send email sequences to perspective clients from our shared email to keep everything in one place and have everything easily accessbile.

返信アイデア Conversations Sales Reporting

203 いいね！

86 コメント

EKraaijenzank

参加者

11月 17日, 2023

@glencornell any updates on this? We're wanting to enable sequences, but the restriction of not being able to send the automated emails from a ...続きを読む

nina 3月 10日, 2017

Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow

We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist 続きを読む

返信アイデア Workflows

191 いいね！

86 コメント

EKraaijenzank

参加者

11月 09日, 2023

this is absolutely neccesary, so we can maintain our automations based on teams, but exclude users from based on their status. We see the issue w...続きを読む

JessieS 4月 25日, 2023

Need Association Settings for Conversations Inbox

There is currently no way to set default associations or de-select unwanted associations in the Conversations Inbox when replying to conversations sent to a team email (Settings>Inbox>Inboxes). This option is available on the record leve 続きを読む

返信アイデア Conversations

37 いいね！

7 コメント

EKraaijenzank

参加者

11月 08日, 2023

We need to be able to customize the record associations in the conversation inbox. All of our custom objects are associated and most of them are no...続きを読む

解決済み

MiaSrebrnjak 9月 21日, 2023

Custom 'Create Deal' Form for Different Sales Pipelines

Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli 続きを読む

返信ディスカッション best practices Deals

4 いいね！

12 コメント

EKraaijenzank

参加者

9月 22日, 2023

Would it be possible to add different default values for the deal creation form based on which pipeline the deal creation form is accessed from?

EKraaijenzank 9月 21日, 2023

Assigning a task queue to another user to manage access

Currently, a task queue can only be managed by the user that creates the queue. I would like to, as a super admin, to create task queues and assign to a team lead to manage it. This way, I can set up the basic rules and any workflow outcomes, but t 続きを読む

返信アイデア Tasks

0 いいね！

0 コメント

jrwthetreegroup 11月 29日, 2018

Required deal stages (so deals show in deal stage funnel report)

It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress 続きを読む

返信アイデア Deals Sales Reporting

274 いいね！

98 コメント

EKraaijenzank

参加者

11月 01日, 2022

I agree, this does not seem like a time consuming feautre to add. It would help immensely with our data validity for reporting

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