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DY
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コミュニティー参加日： ‎11 20, 2017
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Donna Yearyean

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アクティビティ

blugn 8月 17日, 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 続きを読む
返信 アイデア Account Settings Deals Marketing Reporting Sales Reporting
18 いいね！
4 コメント
DY
メンバー
12月 14日, 2021
We need this feature!
CParmenter 6月 10日, 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 続きを読む
返信 アイデア Deals
5 いいね！
4 コメント
DY
メンバー
8月 05日, 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 ...続きを読む
DY 8月 05日, 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 続きを読む
返信 アイデア Activity Feed
23 いいね！
3 コメント
CParmenter 6月 10日, 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 続きを読む
返信 アイデア Deals
5 いいね！
4 コメント
DY
メンバー
8月 05日, 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 ...続きを読む
lucasschiltz 8月 08日, 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 続きを読む
返信 アイデア Contacts & Companies Lists Sales Reporting Sequences
215 いいね！
50 コメント
DY
メンバー
5月 10日, 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 11月 30日, 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 続きを読む
返信 アイデア Meetings
184 いいね！
78 コメント
DY
メンバー
2月 13日, 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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