EmmaClark

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Emma Clark

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EmmaClark

Member

December 31, 2024

Reply to Campaign tasks visible in sales task overview

A holisitic task list just makes sense, it feels like tasks will keep getting missed if you have to go into each campaign to find them. I'm currently...read more

EmmaClark on December 16, 2024

Log number of transactional emails sent to a contact on their record

We use transactional email in our portal and need to report on the total number of transactional email touchpoints contacts have over 30 days. I can see in the back end that there is a field for number of marketing emails delivered and there are read more

Reply Idea Contacts & Companies Dashboards & Reports Properties

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EmmaClark

Member

October 24, 2024

Reply to Auto associate contact/deal/company to tasks created by sequences

Not having the ability to associate sequence generated tasks to company/deal objects is impacting our activity reporting and visibility across record...read more

EmmaClark

Member

September 17, 2024

Reply to A Full Customer Portal Experience

We're looking to provide a login portal for customers to be able to view their purchases/subscriptions with us. At the moment we can provide the subs...read more

EmmaClark

Member

August 16, 2024

Reply to Enable views editing by other users or teams

Yes, really need this, I set up and train several users in our portal and set them up with custom role-specific views to start them off. It would be ...read more