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KPaske
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Member since ‎Nov 2, 2021
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Kat Paske

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TMcAllister on February 11, 2022
Add Colors to Property Fields
My customer success team likes to use colors like green, yellow, and red to indicate the health of an account. It would be helpful if we could create properties that allow us to use colors as the label so we can see which accounts are in good health read more
Reply Idea Properties
46 upvotes
16 Replies
KPaske
Member
July 11, 2022
agreed - having color to visualy differentiate would be immensly helpful. Or at least the ability to hard code the field to look a certain way
KPaske on April 15, 2022
Enroll 'Contact owner' in sequence
It would be very helpful to be set the sender as the contact owner when enrolling in a sequence Most automated sequences apply to multiple employees, and as it stand I need to create an if/then branch for each individual, meaning that as we grow read more
Reply Idea Sequences
1 upvote
0 Reply
Greenthumb on November 09, 2020
Goals within Deal-based workflows
Why are we unable to have a goal set in a deal based workflow? That is, goals that will unenroll someone from the workflow when they meet the goal. It seems when i use a contact based workflow i'm unable to use any personalisation tokens fro read more
Reply Idea Deals Workflows
50 upvotes
4 Replies
KPaske
Member
April 08, 2022
Agreed, there is no way to terminate a deal workflow as deals move trhough stages and convert. Seems like an easy fix given the setup is already avai...read more
KPaske on November 09, 2021
Customize 'Deal Name' Property
It would be very useful if I could change the name of some of the default properties For example I work in real estate, so 'Deal Name' would be 'Property Address' as we associate wach deal to the property address and 'Deal Owner' would be 'Agen read more
Reply Idea Deals
1 upvote
1 Reply
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