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ScottWyper
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Member since ‎Apr 14, 2021
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MJZook on December 30, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
Reply Idea Deals Workflows
109 upvotes
23 Replies
ScottWyper
Member
July 13, 2021
similar problem here however the issue we face is often out renewals or repeat business it would make sense to be able to clone the deal the same way...read more
Mari558 on July 12, 2021
Dashboard Report Limit - Text Blocks Inserted
This new feature to add Text boxes is AMAZING and really helps to guide users through the dashboard. However.... please remove counting these text boxes towards the report limit!!!!
Reply Idea Dashboards & Reports
23 upvotes
4 Replies
ScottWyper
Member
July 13, 2021
totally agree used the function loved it then had to remove all as it took me over limit
ScottWyper on July 13, 2021
Playbook creation functionality
I am building out Playbooks to support sequences to campaign to. the function to move your tasks and actions "move up" "move down" when build sequences is great. i would like to see the same functionality when creating a PLaybook. unless I' read more
Reply Idea Playbooks
1 upvote
0 Reply
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