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JLiss
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Member since ‎May 12, 2021
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  • Upvotes Given
    14
  • Upvotes Received
    23
  • Ideas
    2

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Jon Liss

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JLiss
Member
February 01, 2022
Reply to Parent-child company properties available for workflows
This is a feature that we are in need of, would like to see this reviewed.
JLiss
Member
January 07, 2022
Reply to Renewable/Recurring Deals
Curious to know where this is at.
JLiss
Member
January 05, 2022
Reply to Increased reporting for quotes
Curious what the timeline is for this. Counting Quotes manually is less than ideal.
JLiss on September 17, 2021
Scheduling Analytics Exports
We would like to be able to schedule exports for analytics in Excel or CSV. As it is currently not possible to export dashboards in these formats, being able to schedule these exports would be useful to us.
Reply Idea Analytics Tools
1 upvote
0 Reply
JLiss
Member
September 17, 2021
Reply to Export dashboard report data to CSV, XLS or XLSX format
Very disappointing to see that this has been changed to not planned.
JLiss
Member
September 13, 2021
Reply to Log Linkedin Inmail and Connect Requests on Contact record
This would make the Sales Nav integrations much more useful.
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