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EricaD
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Member since ‎Jun 3, 2021
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  • Upvotes Given
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Erica Dorantes

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Activity

GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
113 upvotes
32 Replies
EricaD
Participant
February 22, 2023
Any updates on this? Playbooks are not very helpful if you can't report on them or pull them into a list or filtered view. Please add this!
SWillms on August 27, 2021
Update outcome of a Zoom Meeting automatically
One thing that always needs to be done manually is to update the outcome of a scheduled zoom meeting. It would be super convenient if the integration to zoom could also pass that info through. Maybe if an attendee joined it could set it to "complet read more
Reply Idea Integrations
5 upvotes
1 Reply
EricaD
Participant
February 09, 2023
YES! 100% please add functionality to at minimum show that the meeting happened (mark as completed). We have started looking at meeting outcomes more...read more
abbyghattas on December 31, 2019
Automate Workflow From Playbook Submission
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
Reply Idea Workflows
82 upvotes
19 Replies
EricaD
Participant
February 07, 2023
We need this too, any updates? Would like to have a workflow create a task anytime a specific playbook is filled out + send an internal email.
dtavenues on October 21, 2020
Tracking and reporting on events and attendance
This has been asked in a variety of ways, but I wanted to start a new thread since marketing events and custom objects have been rolled out to see if there are any new thoughts. We are a school with multiple campuses and run many information eve read more
Reply Discussion best practices CRM Custom Objects Enterprise
26 upvotes
28 Replies
EricaD
Participant
January 09, 2023
This would be very helpful! +1 waiting on this.
NatHiggins on March 07, 2022
Allow the use of Contact Properties for Custom Surveys
Right now, the only Contact Property that you can use in a Custom Survey is Email Address, but we want to capture/re-confirm other data, like First & Last Name, Company, etc. To do this, we have to create separate Feedback Properties, which feel read more
Reply Idea Feedback Surveys
19 upvotes
2 Replies
EricaD
Participant
November 02, 2022
Completely agree. We would like to add contact first/last name also.
jrsterny on April 10, 2020
Conversion rate reports feature
We have been trying to create a report that show our percentage conversion rate for our various lead sources. We are able to get reports that show total lead numbers and total deal numbers for each member of our sales team, but we cannot show the c read more
Reply Idea Sales Reporting
52 upvotes
15 Replies
EricaD
Participant
October 04, 2022
Agree, we really need this too and I was surprised it's not available yet. Any updates or is this an update that's being considered? We need to show ...read more
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