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KAvery
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Miembro desde ‎jun 22, 2021
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Kelci Avery

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BGrimes en Enero 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 Leer más
Responder Conversación Deals Marketing Reports Workaround
1 Me gusta
2 Respuestas
KAvery
Participante
Abril 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...Leer más
KManning en Septiembre 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.
Responder Idea Contacts & Companies
1 Me gusta
1 Respuestas
KAvery
Participante
Abril 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 en Abril 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 Leer más
Responder Idea Workflows
113 Me gusta
37 Respuestas
KAvery
Participante
Octubre 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 ...Leer más
TCoughlan en Febrero 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.
Responder Idea Deals
1 Me gusta
1 Respuestas
KAvery
Participante
Agosto 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...Leer más
Resuelta
KAvery en Julio 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 Leer más
Responder Conversación Professional
9 Me gusta
9 Respuestas
KAvery
Participante
Agosto 05, 2021
This is not helpful.
Resuelta
KAvery en Julio 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 Leer más
Responder Conversación Professional
9 Me gusta
9 Respuestas
KAvery
Participante
Agosto 05, 2021
This is not helpful.
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