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af
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af en Enero 30, 2019
Workflows Should NOT include Archived Automated Emails
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 Leer más
Responder Conversación Template Design
1 Me gusta
3 Respuestas
af
Participante
Enero 30, 2019
Thanks Phil, I've upvoted those as well.
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af en Enero 30, 2019
Workflows Should NOT include Archived Automated Emails
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 Leer más
Responder Conversación Template Design
1 Me gusta
3 Respuestas
af
Participante
Enero 30, 2019
Thanks Phil, I've upvoted those as well.
taylorfriss en Enero 23, 2018
Custom property view modules in left hand column of records.
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 Leer más
Responder Idea Contacts & Companies Deals
25 Me gusta
7 Respuestas
af
Participante
Octubre 30, 2018
I would love to have something like this!
geyries en May 04, 2018
Bulk Delete Workflows, CTAs and Forms
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 Leer más
Responder Idea CTAs Forms Lists Workflows
20 Me gusta
7 Respuestas
af
Participante
Septiembre 21, 2018
Totally agree with the BULK delete feature for workflows. It's a pain to login to EACH workflow and delete!
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coco en Febrero 08, 2018
Industry Companies vs. Contacts
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?
Responder Conversación
2 Me gusta
9 Respuestas
af
Participante
Abril 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 ...Leer más
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af en Febrero 05, 2018
Export "Documents" Report To Excel
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 Leer más
Responder Conversación Sales Documents Sales Reporting
2 Me gusta
1 Respuestas
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