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KimFerris
Participant
Membre depuis ‎mai 17, 2021
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  • Solutions
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  • Réponses
    2
  • Mentions J'aime ajoutées
    40
  • Mentions J'aime obtenues
    10
  • Idées
    3

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Activité

SteveJenns le Mars 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 Lire la suite
Répondre Idée Contacts & Companies
1041 Mentions J'aime
312 Réponses
KimFerris
Participant
Mars 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)...Lire la suite
warpandweft le Janvier 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 Lire la suite
Répondre Idée Deals
88 Mentions J'aime
46 Réponses
KimFerris
Participant
Mars 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...Lire la suite
Résolues
KimFerris le Mars 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 Lire la suite
Répondre Discussion Enterprise
2 Mentions J'aime
1 Réponse
KimFerris le Mars 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 Lire la suite
Répondre Idée Playbooks
1 Mention J'aime
0 Réponse
miless le Juin 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 Lire la suite
Répondre Idée Contacts & Companies
30 Mentions J'aime
14 Réponses
KimFerris
Participant
Mars 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...Lire la suite
AndyPitre le Avril 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 Lire la suite
Répondre Idée Contacts & Companies Integrations Sales Email Extensions & Add-Ins
313 Mentions J'aime
90 Réponses
KimFerris
Participant
Janvier 07, 2022
Wow.. This has taken a long time! It's been in Planning for years now. Any updates?
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