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af
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Membre depuis ‎oct. 26, 2017
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Résolues
af le Janvier 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 Lire la suite
Répondre Discussion Template Design
1 Mention J'aime
3 Réponses
af
Participant
Janvier 30, 2019
Thanks Phil, I've upvoted those as well.
Résolues
af le Janvier 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 Lire la suite
Répondre Discussion Template Design
1 Mention J'aime
3 Réponses
af
Participant
Janvier 30, 2019
Thanks Phil, I've upvoted those as well.
taylorfriss le Janvier 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 Lire la suite
Répondre Idée Contacts & Companies Deals
25 Mentions J'aime
7 Réponses
af
Participant
Octobre 30, 2018
I would love to have something like this!
geyries le Mai 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 Lire la suite
Répondre Idée CTAs Forms Lists Workflows
20 Mentions J'aime
7 Réponses
af
Participant
Septembre 21, 2018
Totally agree with the BULK delete feature for workflows. It's a pain to login to EACH workflow and delete!
Résolues
coco le Février 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?
Répondre Discussion
2 Mentions J'aime
9 Réponses
af
Participant
Avril 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 ...Lire la suite
Résolues
af le Février 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 Lire la suite
Répondre Discussion Sales Documents Sales Reporting
2 Mentions J'aime
1 Réponse
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