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BBush1
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Member since ‎Aug 27, 2021
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Brad Bush

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BBush1 on September 27, 2022
History of Team Notes in Meetings
It would be great to view export history of team notes on bottom of meetings object/activity. no visibility currently.... business impact and integrity missing. If the field is edited, it does pull up in history as an edit, but no transparency to wh read more
Reply Idea Activity Feed
1 upvote
0 Reply
BBush1 on August 29, 2022
Filter Company/Ticket/Deal about section by team
Hi, It would be helpful to filter the about this "Company" section by team. When you create a left sidebar view by team, the about this object is org wide adn currently not filterable by team. Current work around is continue to build out addit read more
Reply Idea Account Settings Contacts & Companies Deals Tickets
0 upvote
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BBush1
Participant
August 18, 2022
Reply to Fix the styling on Playbooks
Formatting like this would be supper helpful for playbooks... Could have questions like this? with help text like this... ...read more
BBush1
Participant
August 18, 2022
Reply to Playbooks - Drag and Drop Editing
absolute need... huge productivity killer having to retype EVERYTHING versus drop and drag reorder or something similar.. costly for customers that o...read more
BBush1
Participant
August 05, 2022
Reply to Logical criteria that restrict moving deals between stages based on specific property values
Looking to solve this right now. great workaround for now.. idealy same concept would work on tickets and being able to prevent skipping steps and re...read more
BBush1
Participant
August 05, 2022
Reply to Restrict moving deals between stages
110% this would be great and not blow up our sales/service funnels and timelines. also being able to restrict progression based on false no or certai...read more
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