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GLarson
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Member since ‎Jun 3, 2021
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Greg Larson

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GLarson on January 14, 2022
Emailing From Sequences - Needs "Send and Complete Task Later" option
Hello, when sending a manual email from a task triggered by a sequence, I would love to see a "Send and Complete Task Later" option. Reason: if I'm using "Send Later" and scheduling an email based on the recipients maximum open probability, it read more
Reply Discussion Professional
0 upvote
2 Replies
GLarson
Member
January 17, 2022
I thought that's where I posted this?
GLarson on January 14, 2022
Emailing From Sequences - Needs "Send and Complete Task Later" option
Hello, when sending a manual email from a task triggered by a sequence, I would love to see a "Send and Complete Task Later" option. Reason: if I'm using "Send Later" and scheduling an email based on the recipients maximum open probability, it read more
Reply Discussion Professional
0 upvote
2 Replies
GLarson
Member
January 17, 2022
I thought that's where I posted this?
GLarson on November 29, 2021
View Report with Timestamped Create Date and Timestamped First Activity Date
Hello, One of our partners requested a report of Deal Create Date timestamps along with First Activity Date timestamps, but we found this report is not available currently. We would love to see the timestamping function added to the deal and read more
Reply Idea Sales Reporting
2 upvotes
0 Reply
Margstar on November 15, 2019
If/then branches for Sequences
Would love the ability to create if/then branches for Sequences, similar to workflows. In my perfect scenario, I would be able to include hyperlinks or attachments within a Sequence as part of the if/then criteria. Let's say we're working with Seque read more
Reply Idea Sequences
69 upvotes
19 Replies
GLarson
Member
November 16, 2021
I would also love this ability for Sequences. The if/then option
Nickdhutchinson on July 30, 2020
Ability to share dashboards externally
It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick
Reply Idea Dashboards & Reports
236 upvotes
81 Replies
GLarson
Member
June 03, 2021
+1 on this idea. We really need to be able to share a live feed dashboard with partners
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