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PGreene
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Member since ‎Oct 25, 2021
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  • Upvotes Given
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  • Upvotes Received
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Patrick Greene

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Activity

dewetsnyders on May 18, 2020
"Push" feature for duplicate checking rather than only every two weeks
Currently HS runs a duplicate check only every two weeks for each portal. Especially with large quantities of imports it would be easier to run a check manually and use the merge function rather than exporting to a spreadsheet every time to check du read more
Reply Idea Contacts & Companies
7 upvotes
4 Replies
PGreene
Member
February 23, 2023
Any update on this? My boss is really riding my **bleep** about it.
S_Saftner on October 28, 2022
In-Line Editing
This is a time saving feature that SalesForce has that would be very beneficial for all users. The ability to, when viewing contacts, companies, or deals, be able to edit individual properties without opening the record or record preview would be fa read more
Reply Idea Properties
1 upvote
1 Reply
PGreene
Member
October 28, 2022
Yes, please! This would be such a time saver!!
JaclynSchmitz on January 28, 2020
Ability to A/B Test with Sequences
It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.
Reply Idea Sequences
364 upvotes
125 Replies
PGreene
Member
October 06, 2022
Great idea, wanting to do this right now. The way we're going to get around it is to randomly enroll contacts in 2 different sequences. Annoying that...read more
serpa-dyst on May 27, 2022
Enable SSO for entire knowledge base
We would like to have the ability to have SSO for the entire knowledge base instead of for specific pages. We currently use auth0 as our login service and we would like for users that are already logged in, to be able to just navigate seemlessly read more
Reply Idea Knowledge Base
6 upvotes
2 Replies
PGreene
Member
August 11, 2022
Hoping someone can assist with this. In the same boat myself
PGreene on August 08, 2022
Associate a Playbook to an Existing Call
It would be nice to tag a playbook to a call that is already scheduled. Most if not all of our meetings are scheduled beforehand, so being able for the playbook to be associated with the call that it happened with instead of being logged as separate read more
Reply Idea Meetings
15 upvotes
3 Replies
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
289 upvotes
107 Replies
PGreene
Member
August 05, 2022
Hey @glencornell any update on this?
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