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RTroester
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Member since ‎Oct 11, 2021
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Russ Troester

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ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
342 upvotes
164 Replies
RTroester
Member
November 08, 2022
Glad to see this is being reviewed! As a B2B company, a company-based lifecycle stage would be very useful for us. Would love to participate in the b...read more
arlogilbert on November 10, 2021
Association Label Requirements (and Association Requirements)
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
Reply Idea Deals
42 upvotes
12 Replies
RTroester
Member
January 14, 2022
Just want to add a +1 to this idea. It would be great if we could require specific association labels when creating a new deal or, perhaps even bette...read more
bsm007 on January 29, 2020
pre-set property default value
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
Reply Idea Contacts & Companies
245 upvotes
61 Replies
RTroester
Member
December 03, 2021
We have a use case for this as well. We have a custom, dropdown select, deal property called "Payment Terms" that we have values for Net 30, Net 60, ...read more
caroline_at_hv on May 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Reply Idea Contacts & Companies Marketing Reporting
406 upvotes
108 Replies
RTroester
Member
October 11, 2021
Just adding my 2 cents. A specific use case for us is that we have certain properties that update regularly every month (e.g. number of sessions used...read more
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