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KimFerris
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Member since ‎May 17, 2021
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SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
KimFerris
Participant
March 24, 2022
This idea is basically "Data Validation" workflow. 1. Test for criteria 2. If criteria not met then there are 2 options for the action: a)...read more
warpandweft on January 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
Reply Idea Deals
88 upvotes
46 Replies
KimFerris
Participant
March 23, 2022
This is absolutely necessary! I don't want my Sales Rep to skip process! They need to sequentially work through the stages of the Pipeline. The fact...read more
Solved
KimFerris on March 16, 2022
Data Validation - Warning/Error Messages
Hi Everyone.. I'm wondering if there is Workflow that I am missing that creates a warning message to the user based on certain criteria. Warning Message: Let's say for example, the user moves the Deal to a new stage and Field X = is empty Field read more
Reply Discussion Enterprise
2 upvotes
1 Reply
KimFerris on March 16, 2022
Add the Stage Field to the Playbook.
I have written my playbooks to align with stages. When the user gets to the bottom of the playbook, the last question is "Are you ready to move on to X stage." I have to use workflows to accomplish this now. They tend to be slow and the user needs read more
Reply Idea Playbooks
1 upvote
0 Reply
miless on June 01, 2020
Views: 'OR' Filter Condition
At the moment, in a contact view, we can add a filter condition and use an 'AND' to add another condition. Is it possible to add an 'OR' condition? If the filter conditions we want to make are based on a contacts property, using 'AND' means read more
Reply Idea Contacts & Companies
30 upvotes
14 Replies
KimFerris
Participant
March 07, 2022
This is ridiculous!! Of course we need "OR" functionality. Sales guy going on a road trip, wants to see all customers in X, Y or Z state. Admin wan...read more
AndyPitre on April 03, 2017
Exchange/Outlook integration for contacts and calendar
Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile read more
Reply Idea Contacts & Companies Integrations Sales Email Extensions & Add-Ins
313 upvotes
90 Replies
KimFerris
Participant
January 07, 2022
Wow.. This has taken a long time! It's been in Planning for years now. Any updates?
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