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Member since ‎Nov 15, 2021
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Josh Bradford

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JBradford1 on September 27, 2022
It would be nice if we could create pre-made filter groups. For example, if I have a filter group that I use often in lists and/or workflows, it would be nice to have a category of "Filter Groups" that I can select from when I save them pre-made. read more
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JBradford1 on August 16, 2022
So when score properties are first attributed to a contact record they are initially set to null - or empty value. It would make more sense to initially set these to 0. The use-case here is when using scoring properties in a calculation property, i read more
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ROlson on January 04, 2021
You should have the ability to delete an email directly from the activity Feed and there should be a way to bulk delete emails logged to the Activity Feed.
19 Replies
September 29, 2022
Agreed -- +1 on need to bulk delete emails (and also meetings!)
jieyintan on February 13, 2020
At the moment, we can manually follow individual CRM records. That said, if I wanted to follow a list of contacts/companies/deals that might not be assigned to me, there isn't an easy way to do that. It will be really helpful if we are abl read more
9 Replies
June 08, 2022
We need this urgently. We've just reassigned lots of contacts (not via ownership) and so we need to change who is following what. If we can't do more
JBradford1 on November 30, 2021
It would be cool if we could change the size of the bullets points and the numbers in a numbered list so that they match the size of the text that comes after them. I believe there is a way to do this with CSS but it would be a QOL improvement if th read more
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JBradford1 on November 22, 2021
Looking for the functionality that will automatically (maybe with an on/off toggle, in case some people won't use this functionality) copy notes recorded within a deal to the notes activity for a contact. For example, if a customer has a deal open read more
3 Replies
August 10, 2022
We need this as we have different pipeline for different team to take over deals. Each teammate might leave notes in the deal for other teams..
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