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AOlsen
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Member since ‎Apr 27, 2021
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Alexander Olsen

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KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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
Reply Idea Workflows
443 upvotes
137 Replies
AOlsen
Member
July 07, 2021
If. What are you, Spartans?
Yunhui on June 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
Reply Idea Contacts & Companies
474 upvotes
167 Replies
AOlsen
Member
June 28, 2021
This is a much needed feature, we have just under 2000 companies that needs to be merged. Should be a default function in all CRM systems imh
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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
Reply Idea Workflows
443 upvotes
137 Replies
AOlsen
Member
July 07, 2021
If. What are you, Spartans?
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