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LWilson3
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Luke Wilson

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LWilson3 en Abril 13, 2023
LinkedIn Message Reporting Functionality
I'm wanting to report on LinkedIn Message body content in the same way that it is possible to report on Note Body content
Responder Idea Analytics Tools
0 Me gusta
0 Respuestas
HeathVE en Febrero 14, 2020
Feature request: Auto update currency conversion rates
Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate. It would be quite simple to link the conversion rate Leer más
Responder Idea Deals
143 Me gusta
83 Respuestas
LWilson3
Miembro
Septiembre 26, 2022
Hi Justin. This app doesn't address my needs, unfortunately. I need the updated currency to be reflected in the pipeline view of potential projects s...Leer más
nathanparis en 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 Leer más
Responder Idea Contacts & Companies Workflows
345 Me gusta
107 Respuestas
LWilson3
Miembro
Agosto 12, 2021
Being able to add notes in Workflows would be helpful to capture an event / activity that has happened that isn't a meeting or form entry
LWilson3 en Agosto 12, 2021
Turn on/off email logging to deals
As a B2B company working with global clients, we have many deals associated with the same contact(s), and companies, so it would be helpful to have a setting within a deal that turns off the ability to log emails to it. If I am emailing a con Leer más
Responder Idea Deals
3 Me gusta
1 Respuestas
larry99 en Julio 27, 2018
Marketing emails to secondary email addresses
You should be able to send marketing emails to the secondary email address field. We market primarily to couples who each have their own email address but are really one customer. As it stands now, you can only send marketing emails like newslette Leer más
Responder Idea Marketing Emails
340 Me gusta
106 Respuestas
LWilson3
Miembro
Junio 10, 2021
Many clients sign up for resources like white papers, or our newsletter, with a personal email address as it is easier than re-signing up with a new ...Leer más
LWilson3 en May 07, 2021
Edit contact / note dates
Hi there. It would be great to be able to backdate a note when you add it AND to edit a date of an existing note. I use notes to capture conversations not over email, so if it isn't logged right away it will never appear in the right place.
Responder Idea Contacts & Companies
7 Me gusta
2 Respuestas
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