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LWilson3
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Membro desde ‎abr 30, 2021
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Luke Wilson

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LWilson3 on 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 Idéia Analytics Tools
0 avaliações positivas
0 Respostas
HeathVE on Fevereiro 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 Leia mais
Responder Idéia Deals
143 avaliações positivas
83 Respostas
LWilson3
Membro
Setembro 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...Leia mais
nathanparis on Maio 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 Leia mais
Responder Idéia Contacts & Companies Workflows
345 avaliações positivas
107 Respostas
LWilson3
Membro
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 on 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 Leia mais
Responder Idéia Deals
3 avaliações positivas
1 Respostas
larry99 on Julho 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 Leia mais
Responder Idéia Marketing Emails
340 avaliações positivas
106 Respostas
LWilson3
Membro
Junho 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 ...Leia mais
LWilson3 on Maio 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 Idéia Contacts & Companies
7 avaliações positivas
2 Respostas
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