Member since ‎Jun 8, 2021
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Nolan Weeks

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nweeks on April 13, 2022
When you look at your feedback submission data you can see which agent the feedback was left for. But when you go to the custom report builder for feedback submissions the "agent" field is nowhere to be found. Why? It should be a property that is ab read more
CCupid on April 06, 2022
It is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set the set the sender as "contact owner". This would be a helpful feature for those who would like to se read more
3 Replies
April 11, 2022
You can actually do this pretty easily using workflows and if/then branches.
InmaIID on March 28, 2022
Hi all, As I discussed with Ben from support in ticket #9656495, it will be great reporting wise, to have the possibility to have the conversation rate between pipelines. I explain myself with an example: Imagine you have 3 pipelines: - SDR - NB ( read more
April 11, 2022
Do you mean CONVERSION rate?
nweeks on April 11, 2022
There should be an ability to limit how many meetings someone can book through the tool before going to the next meeting. Use Case: We have had tons of spammers come through and completely wreck our calendars. It's crazy there is not better spa read more
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nweeks on December 13, 2021
It would be very useful to take the next step when it comes to reporting and list criteria by being able to filter based on if something "has ever been greater than" or "has ever been less than" . Use Case A: I am needing to run a report f read more
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
151 Replies
December 07, 2021
Absolutely wild this is not already a thing...
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