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CatherinWright
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Mitglied seit ‎Okt 28, 2021
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Catherine Wright

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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 Beitrag ansehen
Antworten Idee Sales Reporting
191 Likes
47 Antworten
CatherinWright
Teilnehmer/-in
März 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 ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Dashboards & Reports Integrations
34 Likes
29 Antworten
CatherinWright
Teilnehmer/-in
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 Beitrag ansehen
Antworten Idee Sequences
527 Likes
216 Antworten
CatherinWright
Teilnehmer/-in
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 Juli 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 Beitrag ansehen
Antworten Idee Meetings
4 Likes
1 Antwort
CatherinWright
Teilnehmer/-in
März 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...Beitrag ansehen
TTomain on Juni 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 Beitrag ansehen
Antworten Idee Dashboards & Reports
59 Likes
17 Antworten
CatherinWright
Teilnehmer/-in
März 28, 2022
+1. This would be very helpful for our meeting reporting and KPIs.
brent1 on Januar 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 Beitrag ansehen
Antworten Idee
137 Likes
40 Antworten
CatherinWright
Teilnehmer/-in
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...Beitrag ansehen
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