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CatherinWright
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Member since ‎Oct 28, 2021
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Catherine Wright

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Activity

KarthikC on April 03, 2020
Sales Email Reporting
We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. By comparison, marketing email metrics and reports are read more
Reply Idea Sales Reporting
172 upvotes
45 Replies
CatherinWright
Participant
March 17, 2023
Big plus one to this ask. I was shocked to find out that something as basic as creating reports on the number emails opened, replied to, for bespoke ...read more
AnneFred on August 26, 2020
Share Dashboard via Slack
Good morning everyone, Would it possible to add the feature that would allow us to share a Dashboard through Slack instead of just emailing it? We would love to be able to have recurring reports sent automatically to a Slack channel, rather than to read more
Reply Idea Dashboards & Reports Integrations
29 upvotes
24 Replies
CatherinWright
Participant
September 08, 2022
+1 on needing to push reports to slack on a schedule. Any updates on this please?
DavidMFT on November 10, 2017
CC in Sequences
Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. We get many many enquiries, the conversion rate is very low. The first email is a response to their enquiry. I have setu read more
Reply Idea Sequences
393 upvotes
158 Replies
CatherinWright
Participant
August 26, 2022
Upvote. We really need this functionality and are left with no other choice but to explore other tools to email multiple people in sequences.
roland_deshane on July 19, 2021
Google Calendar integration doesn't log meetings when Contact is the Meeting Organizer
This is a feature improvement request that impacts any user / team that leverages the Google Calendar integration. Currently, the integration does NOT log a Meeting to a Contact if that Contact is the Organizer of the Meeting. It ONLY logs meetings read more
Reply Idea Meetings
4 upvotes
1 Reply
CatherinWright
Participant
March 28, 2022
+1. This issue is causing deflated meetings numbers for our sales reps. It's making them lose trust in our meetings reports which is tied to their pe...read more
TTomain on June 18, 2021
Filter Report by Meeting Attendees
We should be able to filter our reports by attendees of a meeting. The Attendee field is already in HS, and so are the meetings. Instead of reporting on all 100's/1000's of meeting attendees I would love to be able to filter it to just 5 or so spe read more
Reply Idea Dashboards & Reports
38 upvotes
8 Replies
CatherinWright
Participant
March 28, 2022
+1. This would be very helpful for our meeting reporting and KPIs.
brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
96 upvotes
32 Replies
CatherinWright
Participant
November 17, 2021
I also would love to see this functionality. It's a big ask for users to associate records and then click into those newly-associated records and man...read more
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