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jasondebruler
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Member since ‎Aug 23, 2021
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TMcCall on November 18, 2021
Edit what stages are visible in deal board view
My team runs its clients through the same pipeline and has different people handle different stages. Some of the properties we have made are only relevant to specific teams/stages. If we could hide stages in the deal board views, like saving filters read more
Reply Idea Deals Lists
36 upvotes
11 Replies
jasondebruler
Member
August 26, 2022
This would be really helpful for our fulfillment processes. Currently, in board view, we have to scroll to the quite a bit to get to the relevant st...read more
jasondebruler on May 23, 2022
Conditional Properties In The Left Panel
It would be great if we could show/hide properties in the left panel of any object based on conditional logic. For example, we have a custom property called Deal Source and one of those values is Tradeshow / Event. If that value is selected, ou read more
Reply Idea Contacts & Companies
2 upvotes
0 Reply
jasondebruler on May 23, 2022
Report Builder - Add Forms to the Marketing dataset options
I was trying to create a report to view Contacts that submitted a specific form and had an associated Deal but currently, Forms are not an option for the dataset. The workaround is apparently to create a list based on the Contacts who submitted eac read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
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jasondebruler on November 18, 2021
Improve Duplicate Contact (de-dup) Functionality
I'm having trouble understanding the logic of only allowing periodic duplicate contact checking. Why can't I refresh that screen anytime I'd like? Instead, I get this message: " You have 77 possible contact duplicates ready to review. They read more
Reply Discussion Contacts CRM
0 upvote
2 Replies
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