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AKoury
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Member since ‎Oct 8, 2021
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  • Upvotes Given
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  • Upvotes Received
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Alexandra Koury

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Activity

SGV on July 01, 2020
Export Activity Feed???
Has anyone found a way to export the data from their Activity Feed? I have Sales Pro. The activity feed contains great, ACTIONABLE REAL-TIME information that I can use to focus my efforts on the right prospects. I'm the only one here...and there' read more
Reply Idea Activity Feed
31 upvotes
13 Replies
AKoury
Participant
April 22, 2024
I really need this export option for financial compliance.
Solved
AKoury on February 02, 2024
Leads reassigning and In-line editing
The in-line editing feature in the new prospecting workspace does not seem to be working for the data field LEAD OWNER. It does work for LAST ACTIVITY and everything else.
Reply Discussion Sales
1 upvote
2 Replies
AKoury on December 27, 2023
Reassigning contact and the tasks syncing
When a lead is re-assigned to a new user, the historical tasks do not get automatically associated with that new user. I think the task should automatically sync like the other associations. It is causing extra work for my users who already find th read more
Reply Idea Contacts & Companies Tasks
0 upvote
0 Reply
AKoury on November 16, 2023
Prospecting Workspace
I'm loving the prospecting workspace. But it seems that some data values are not flowing into the correct colunms. For example: Assoicated Deals and the pipeline. the deal is on. It would be great to be able to pull in contact field or deal fields. read more
Reply Idea Sales Reporting
0 upvote
0 Reply
Bürobert on October 04, 2023
Merge behaviour: oldest property value for certain properties
When merging contacts, the default behaviour is to keep the latest value for each property. However, this does make zero sense for certains properties like "Original source drill-down 1/2"! Anything related to original source should default to read more
Reply Idea Contacts & Companies
4 upvotes
2 Replies
AKoury
Participant
October 04, 2023
Additional it would be ideal if both email addresses were kept in the new merged record.
AKoury on June 07, 2023
Create a token for Updating payment method or paying overdue balance
We use payment links and quotes, once a subscriber is active in the system and is on a recurring payment sometimes the CC fails. I know it sends a notication but I want to be able to personalize it. I have created 3 emails to be sent to the read more
Reply Idea Payments
2 upvotes
0 Reply
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