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karinamariotti
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Member since ‎Dec 11, 2017
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karinamariotti
Participant
January 23, 2019
Reply to Use workflow to trigger a sequence
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...read more
karinamariotti
Participant
January 18, 2019
Reply to Use workflow to trigger a sequence
Would be awesome to have this! A good example is tickets. I would like to automatically enroll associated contact tied to a ticket that moves to...read more
karinamariotti
Participant
January 18, 2019
Reply to Use workflow to trigger a sequence
This would be great for tickets to. For example: a ticket moves to a stage, it triggers a workflow that put contact associated with hat ticket i...read more
karinamariotti
Participant
December 28, 2018
Reply to Customized "Deal Cards" in Deals Dashboard
This is a feature that would be handy for all cards (deals, tickets, contacts). I'd also like to be able to edit the order the cards are shown.
karinamariotti
Participant
December 24, 2018
Reply to Cloning a Deal
This is a great idea! Cloning products or even creating a workflow where products could be automatically added would be great too! This would prov...read more
karinamariotti
Participant
December 21, 2018
Reply to Set Close Date Automatically when Deal Closes
I really wish this was an option and could be turned off. We do not want the close date to automatically be set to the day a stage is set to Closed W...read more
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