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AHeil
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Member since ‎Apr 16, 2021
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  • Upvotes Received
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Allison Heil

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CSarmiento1 on June 29, 2022
Ability to associate marketing emails to tickets
1. This feature is for the role that monitors tickets on the pipeline. 2. To see the progress of the ticket easier. 3. This functionality will help us identify if the email was sent to the contact, if contact responded to the email or if they vie read more
Reply Idea Marketing Emails Tickets Workflows
32 upvotes
14 Replies
AHeil
Member
October 13, 2022
YES we need this so bad. We have automations based on tickets and emails that go out, and no easy way to look at a ticket and see if something sent. ...read more
NataliaTorres on October 15, 2019
Better Tasks Filters
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact read more
Reply Idea Tasks
187 upvotes
59 Replies
AHeil
Member
June 23, 2021
Please let us sort by associated Deal. that way we could work directly out of the task screen and close out/move/mass edit tasks for a cus...read more
AHeil on April 16, 2021
Sort Task List by COMPANY or DEAL
I'm trying to look at how many open tasks there are (that are due or overdue) for each deal so I can prioritize where to start. If deals have more open tasks, I want to start there because that means I'm falling behind on them the most. It w read more
Reply Idea Tasks
33 upvotes
13 Replies
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