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ABowk
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Member since ‎Apr 21, 2021
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Erick_H on September 03, 2021
Delay 1st Step Default Send Time for Sequences
Situation 1. Enrolling prospects into sequences where the first step is an automatic email. 2. I want to schedule my emails to go out at a specific time (mornings) and day. Complication 1. The default "Send Time" is "Send Now". 2. When y read more
Reply Idea Sequences
23 upvotes
5 Replies
ABowk
Member
September 16, 2024
I would really like to see this feature please. CRMs are supposed to try and stop human error 🙂 Just in case anyone wants a quick and dirty bu...read more
ndwilliams3 on February 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more
Reply Idea Account Settings
123 upvotes
45 Replies
ABowk
Member
September 13, 2024
The link says "Product update was not found."
ndwilliams3 on February 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more
Reply Idea Account Settings
123 upvotes
45 Replies
ABowk
Member
September 13, 2024
The link says "Product update was not found."
ndwilliams3 on February 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more
Reply Idea Account Settings
123 upvotes
45 Replies
ABowk
Member
September 13, 2024
The link says "Product update was not found."
SJeremias on March 08, 2023
product library
it would be super helpful to have a check box to HIDE a producty from the product library so users cannot sell that product. I realize we cannot DELETE or RENAME the item as it affects reports and back end things, but having a way to "hide" it woul read more
Reply Idea Deals
86 upvotes
21 Replies
ABowk
Member
June 14, 2024
This is a crucial feature and a basic neccesity. There are times when a product is end of line but we still need the product for reporting and so...read more
jeremylabahn on March 30, 2020
Attaching PDF document to sequence
I think it would be very beneficial to have the ability to attach pdfs to a sequence. I run an event rental business and most of our leads come through inquiries on our website via email. To start the sales process, I email the clients a PDF of read more
Reply Idea Sequences
42 upvotes
12 Replies
ABowk
Member
March 12, 2024
This is so important to us. I can aceive this sending an email just using a template and dragging the PDF onto the email which adds it as an atta...read more
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