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danwetherald
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Member since ‎Aug 10, 2021
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Dan Wetherald

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Activity

r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
469 upvotes
181 Replies
danwetherald
Member
September 16, 2021
Original post: I'd like to start a Sequence on their behalf So starting workflows does not help at all.... A workflow can only start a seque...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
469 upvotes
181 Replies
danwetherald
Member
September 16, 2021
Original post: I'd like to start a Sequence on their behalf So starting workflows does not help at all.... A workflow can only start a seque...read more
omri on January 01, 2017
Make a custom property unique
Make it possible to define a custom property as a unique field. Meaning when a data is entered into that field, if it exists in another contact it will alert you of that (like it does for the email field)
Reply Idea Contacts & Companies
105 upvotes
25 Replies
danwetherald
Member
August 27, 2021
+1 - Can this be done from the Dashboard UI?
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
469 upvotes
181 Replies
danwetherald
Member
September 16, 2021
Original post: I'd like to start a Sequence on their behalf So starting workflows does not help at all.... A workflow can only start a seque...read more
martinmckenna on May 11, 2020
Snippet support on iOS
Snippets are available in notes and logged calls, emails and meetings on Android. If you'd like to see this same functionality available on iOS, please upvote this idea.
Reply Idea Mobile Applications
75 upvotes
27 Replies
danwetherald
Member
August 12, 2021
+1 - Why would this not be included?
SMS1 on June 18, 2019
Post Chat Survey
Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc. Something like t read more
Reply Idea Conversations Feedback Surveys
249 upvotes
110 Replies
danwetherald
Member
August 10, 2021
+1 - Every live chat support widget has individual in chat feedback at the end of each conversation.
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