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af
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Member since ‎Oct 26, 2017
  • solutions
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  • Replies
    3
  • Upvotes Given
    25
  • Upvotes Received
    20
  • Ideas
    0

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af on January 30, 2019
Right now, we are trying to set up our marketing workflows. When setting up our workflows and trying to insert an automated email into the workflow, all of our OLD ARCHIVED automated emails are still showing! It's extremely difficult to sort through read more
af
Participant
January 30, 2019
Thanks Phil, I've upvoted those as well.
Solved
af on January 30, 2019
Right now, we are trying to set up our marketing workflows. When setting up our workflows and trying to insert an automated email into the workflow, all of our OLD ARCHIVED automated emails are still showing! It's extremely difficult to sort through read more
af
Participant
January 30, 2019
Thanks Phil, I've upvoted those as well.
taylorfriss on January 23, 2018
It would be nice if we could group properties for viewing on Company, Contact, and Deal pages. For example, at the moment there is a module for "About", "Associated Contacts", "Associated Companies", etc. If we could create our own, such as "Bi read more
25 upvotes
7 Replies
af
Participant
October 30, 2018
I would love to have something like this!
geyries on May 04, 2018
Hi, If like me you've recently been hired and discovered 1700 workflows, hundreds of forms and CTAs, you probably thought: "Where my mass delete at?". It would be nice to be able to mass delete workflows, CTAs and forms (and their associated read more
20 upvotes
7 Replies
af
Participant
September 21, 2018
Totally agree with the BULK delete feature for workflows. It's a pain to login to EACH workflow and delete!
Solved
coco on February 08, 2018
Is there anyway to have the Company Industry auto populate the Contact Industry when they are associated? Or do I have to manually update each contact?
2 upvotes
9 Replies
af
Participant
April 09, 2018
Hi Katie. Every time I copy over the company industry to the contact industry it shows up all capitalized. Is there a way to have it just capitalize ...read more
Solved
af on February 05, 2018
Hello! It would be nice to be able to export our "Documents" report to a .csv so that we can sort by the number of shares, visits etc. Right now, you can only view documents page by page (would like to be able to view everything) and have the column read more
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