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KAvery
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Member since ‎Jun 22, 2021
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  • Upvotes Given
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  • Upvotes Received
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Kelci Avery

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Activity

BGrimes on January 03, 2022
Influenced Revenue on Companies (Not Contacts)
From what I understand the only way to show campaign influnce is on the contact; the campaigns tools will always pull the influenced contact, and influenced revenue will pull from the "Amount" of ALL deals that are associated to any of those influe read more
Reply Discussion Deals Marketing Reports Workaround
1 upvote
2 Replies
KAvery
Participant
April 11, 2022
Also, if when creating the campaign we could select where we want the influenced revenue to come from, that could eliminate alot of these issues. I c...read more
KManning on September 15, 2021
Creating Contact Lists based on a Company property
CRUCIAL for us to be able to create contact lists based on a company property. AKA Company has said property > assign contacts in that Company to a list. Surprised this isn't an option.
Reply Idea Contacts & Companies
1 upvote
1 Reply
KAvery
Participant
April 01, 2022
Have you found a work around for this? I have run into this issue myself while trying to create an active list
JBeadling on April 09, 2021
Clearing Error Messages in Workflows
It's great that we can see the errors in a workflow, but it would be even better if we could clear them from the New Workflow Error Tab. For example, I have an error messages based on a contact unsubscribing, so obviously, the email could not be read more
Reply Idea Workflows
113 upvotes
37 Replies
KAvery
Participant
October 04, 2021
This would be great! I have an error from a contact having not been made a marketing contact, I fixed that but did not have reenrollment on, so even ...read more
TCoughlan on February 09, 2021
Export deals in column view
Can there be a way to export the deals section in column view so it looks as it does on HubSpot so they can be exported and used in presentations.
Reply Idea Deals
1 upvote
1 Reply
KAvery
Participant
August 24, 2021
This would be so helpful! I have used screen shots in reports but they do not look nearly as nice as exporting as a pdf/png/jpeg would look. My board...read more
Solved
KAvery on July 27, 2021
Marketing/Automated Emails Logged to Deals
Hi, I have workflows that send automated emails out to our investors, and then move the corresponding deals to the next stage. However, these emails never associate nor track with the respective deals. Does anyone know how to log the marketing email read more
Reply Discussion Professional
9 upvotes
9 Replies
KAvery
Participant
August 05, 2021
This is not helpful.
Solved
KAvery on July 27, 2021
Marketing/Automated Emails Logged to Deals
Hi, I have workflows that send automated emails out to our investors, and then move the corresponding deals to the next stage. However, these emails never associate nor track with the respective deals. Does anyone know how to log the marketing email read more
Reply Discussion Professional
9 upvotes
9 Replies
KAvery
Participant
August 05, 2021
This is not helpful.
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