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DY
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Miembro desde ‎nov 20, 2017
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blugn en Agosto 17, 2018
Reporting On Deal Creator
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 Leer más
Responder Idea Account Settings Deals Marketing Reporting Sales Reporting
18 Me gusta
4 Respuestas
DY
Miembro
Diciembre 14, 2021
We need this feature!
CParmenter en Junio 10, 2021
Association function
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 Leer más
Responder Idea Deals
5 Me gusta
4 Respuestas
DY
Miembro
Agosto 05, 2021
@cstaffordlena HS support encouraged me to post about it being moved to the bottom so that the team can see it get traction and understand it is a ...Leer más
DY en Agosto 05, 2021
Association Function Moved
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 Leer más
Responder Idea Activity Feed
23 Me gusta
3 Respuestas
CParmenter en Junio 10, 2021
Association function
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 Leer más
Responder Idea Deals
5 Me gusta
4 Respuestas
DY
Miembro
Agosto 05, 2021
@cstaffordlena HS support encouraged me to post about it being moved to the bottom so that the team can see it get traction and understand it is a ...Leer más
lucasschiltz en Agosto 08, 2019
Export contacts from sequence who did not respond
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 Leer más
Responder Idea Contacts & Companies Lists Sales Reporting Sequences
207 Me gusta
50 Respuestas
DY
Miembro
May 10, 2021
This is a much-needed feature and seems like it should be a basic feature in a CRM. Would love to see it added.
caroline-thrm en Noviembre 30, 2018
Clone Meeting Links
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 Leer más
Responder Idea Meetings
179 Me gusta
71 Respuestas
DY
Miembro
Febrero 13, 2021
Agreed! This is a basic function that is often needed and would save your customers a lot of hassle and time.
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