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SLoo
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Member since ‎Sep 12, 2021
  • solutions
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  • Replies
    3
  • Upvotes Given
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  • Upvotes Received
    39
  • Ideas
    22

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Shawn Loo

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CAdams4 on December 17, 2020
In my organization we are actively using the call and meeting functionality for different purposes. Calls are primarily tasks that people do where they pick up the phone and dial someone. We want to track these and treat these differently from a sch read more
4 upvotes
1 Reply
Participant
May 23, 2022 04:16
Hi team, This flexibility is a great idea for enhancement for customers who are looking to enroll call and meeting types as separate properties wit...read more
mgeorgieva on January 06, 2020
Hello all, My name is Maggie Georgieva and I'm a Product Manager working to improve our customers' experience with users and asset management. We've recently launched partitions - the ability to assign assets such as landing pages, forms, call read more
Participant
May 18, 2022 03:55
Hi team, It'll be great if we could further partition Knowledge Base assets within the portal. Thank you!
ETan on May 11, 2022
The Email Reports in the report library are good. However, it would be helpful to be able to add filters to these templated reports for email performance as we sometimes need to filter specific emails in the reports and exclude some emails that are read more
3 upvotes
1 Reply
Participant
May 11, 2022 23:03
This would be immensely useful to be able to compile the metrics on the same view. Thanks for considering team!
SLoo on May 09, 2022
Hi team, It is currently not possible to export all of the contact/deal related information from our multi-touch attribution report. When filters like the asset types/titles are included alongside the attribution model type -- these dimensions are read more
SLoo on May 08, 2022
Hi team, It'll be great if we could filter a contact list by the number of associated companies. There isn't a direct filter for this in a list or workflow at the moment and it'll definitely benefit customers distilling these records. Thanks for read more
6 upvotes
4 Replies
Member
May 10, 2022 10:42
It's not available as a feature like requested, but one thing you can currently do is a custom report that has the fields: Contact ID + Count of C...read more
SLoo on April 20, 2022
Hi team, It'll be great if we could insert templates into newly composed email in conversations inbox. At the moment, this feature is only available when responding to email threads or via the contact record. Thanks for your consideration on thi read more
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