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nweeks
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Nolan Weeks

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nweeks on April 13, 2022
Be able to report on "Agent" property for feedback submissions
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 Beitrag ansehen
Antworten Idee Dashboards & Reports
0 Likes
1 Antwort
CCupid on April 06, 2022
use workflows to enroll contacts into sequence by "contact owner " property
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 Beitrag ansehen
Antworten Idee Workflows
2 Likes
3 Antworten
nweeks
Mitglied
April 11, 2022
You can actually do this pretty easily using workflows and if/then branches.
InmaIID on März 28, 2022
Conversation rate across pipelines
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 ( Beitrag ansehen
Antworten Idee Dashboards & Reports
8 Likes
1 Antwort
nweeks
Mitglied
April 11, 2022
Do you mean CONVERSION rate?
nweeks on April 11, 2022
Limit Future Meetings for Meetings Tool
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 Beitrag ansehen
Antworten Idee Meetings
0 Likes
0 Antwort
nweeks on Dezember 13, 2021
Be able to filter by "has ever been greater than" and "has ever been less than"
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 Beitrag ansehen
Antworten Idee Analytics Tools Dashboards & Reports Lists
4 Likes
1 Antwort
Cherisse on April 19, 2021
Adding Notes via Workflows
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 Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
480 Likes
142 Antworten
nweeks
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Dezember 07, 2021
Absolutely wild this is not already a thing...
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