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DY
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Membre depuis ‎nov. 20, 2017
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Activité

blugn le Août 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 Lire la suite
Répondre Idée Account Settings Deals Marketing Reporting Sales Reporting
18 Mentions J'aime
4 Réponses
DY
Membre
Décembre 14, 2021
We need this feature!
CParmenter le Juin 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 Lire la suite
Répondre Idée Deals
5 Mentions J'aime
4 Réponses
DY
Membre
Août 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 ...Lire la suite
DY le Août 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 Lire la suite
Répondre Idée Activity Feed
23 Mentions J'aime
3 Réponses
CParmenter le Juin 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 Lire la suite
Répondre Idée Deals
5 Mentions J'aime
4 Réponses
DY
Membre
Août 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 ...Lire la suite
lucasschiltz le Août 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 Lire la suite
Répondre Idée Contacts & Companies Lists Sales Reporting Sequences
215 Mentions J'aime
50 Réponses
DY
Membre
Mai 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 le Novembre 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 Lire la suite
Répondre Idée Meetings
184 Mentions J'aime
78 Réponses
DY
Membre
Février 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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