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RGobar
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Member since ‎Apr 29, 2021
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Ryan Gobar

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nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
918 upvotes
304 Replies
RGobar
Member
June 07, 2022
Like everyone else here I would love to see this feature in the near future. Creating a task is not a functional fix.
RSM on May 20, 2020
Multi level Sorting ability by Columns
The ability to sort any table view by one column and then by another. Three levels of sorting would probably be sufficient for almost any use-case. Example: 1st level - sort by column for Deal Stage 2nd level - then sort by column for Deal Amo read more
Reply Idea Sales Reporting
142 upvotes
58 Replies
RGobar
Member
November 22, 2021
Can this please be added?
trudy on March 02, 2018
Threading individual emails in sequence
Sometime I just want to thread one or two messages within a sequence, and not the whole thing. In Yesware, this can be done simply by leaving the subject line blank next template that you want to thread (Yesware will automatically add a re: subject read more
Reply Idea Sequences
106 upvotes
70 Replies
RGobar
Member
May 04, 2021
Please make this a functionality. Being limited to single emails or the sequence as an entire thread is quite frustrating. Also, a template with an R...read more
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