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DY
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Member since ‎Nov 20, 2017
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Donna Yearyean

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Activity

blugn on August 17, 2018
I would simply like a way to report on who and when someone created a deal. I would like to see a graph or chart that can be refined by month, deal type, and deal creator. This would make reporting and managing the progress of business development r read more
DY
Member
December 14, 2021
We need this feature!
CParmenter on June 10, 2021
Associating logged calls/emails to other contacts, conpanys and deals used to be very easy. The association function was right there above the infomation. It seems a very poor 'update' that this has now been moved so you have to click a little arr read more
4 upvotes
4 Replies
Contributor
July 31, 2022
Yes, we agree! Associations in general are causing a headache for our company, especially the Sales Team. We have so many different teams (Design, C...read more
DY on August 05, 2021
The Association function used to be at the top of each Activity in the feed on each record. It was recently moved to the bottom of each Activity. It is terribly inconvenient to have it at the bottom and have to expand each Activity thread to access read more
19 upvotes
1 Reply
Contributor
July 31, 2022
Thank you for submitting this idea - we agree! And thanks also for the Expand All tip!
CParmenter on June 10, 2021
Associating logged calls/emails to other contacts, conpanys and deals used to be very easy. The association function was right there above the infomation. It seems a very poor 'update' that this has now been moved so you have to click a little arr read more
4 upvotes
4 Replies
Contributor
July 31, 2022
Yes, we agree! Associations in general are causing a headache for our company, especially the Sales Team. We have so many different teams (Design, C...read more
lucasschiltz on August 08, 2019
When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. There needs to be a filter in "Contacts" that includes the status of a sequence (Enrolled, no re read more
Member
September 19, 2022
Agree, This would be extremely helpful. I would like to have a filter kind of "No reply Sequences email" when trigger/ setting workflow to easily p...read more
caroline-thrm on November 30, 2018
Other calendar tools I've used have allowed you to clone your own (or your colleagues') meeting links in order to create similar or identical links that might have different names or slightly different details, but everything else is the same. F read more
170 upvotes
65 Replies
Member
September 22, 2022
Oh that is unfortunate!
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