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mfield
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Member since ‎Dec 14, 2017
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  • Replies
    2
  • Upvotes Given
    15
  • Upvotes Received
    13
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Activity

Shay on April 10, 2017
Archive forms and emails
Migrated from legacy feedback forum with 56 votes. It would be great to hide or archive forms and emails so we retain he data from those items but do not see them on our active views of forms and emails.
Reply Idea Forms Marketing Emails
79 upvotes
20 Replies
mfield
Participant
January 18, 2019
This would also be great on the sales side for sequences and templates. We have a lot of templates in the system, some of which only apply to employe...read more
BrianR on September 20, 2018
Pausing a Sequence
I think it would be good to be able to pause a sequence. Sometimes you put a prospect on a sequence and things happen... illness, weather (hurricanes) and there is no sense continuing sending them emails and making calls when you know they aren't go read more
Reply Idea Sequences
170 upvotes
102 Replies
mfield
Participant
October 05, 2018
Yes! This is greatly needed. I'm about to take off on vacation for 2 weeks and heavily rely on sequences. I currently have at least 400 contacts enro...read more
TMF1090 on March 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts read more
Reply Idea Sequences
408 upvotes
116 Replies
mfield
Participant
May 17, 2018
I agree. I don't even need to be able to automate this via a workflow, I'd like to just be able to do it to all contacts in a sequence in bulk. Ther...read more
Thomas_Vanguard on September 18, 2017
Associate a Deal to a Task in a Workflow
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
Reply Idea Deals Tasks Workflows
67 upvotes
26 Replies
mfield
Participant
April 03, 2018
This would be great for my team as well! Right now our workflows create tasks for every contact associated to the deal. If the workflow were able to ...read more
Solved
Kimberly on October 30, 2017
Workflows for deals
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being assigned. I would love to be able to set workflows read more
Reply Discussion
12 upvotes
13 Replies
mfield
Participant
April 03, 2018
Hi Ró, I just wanted to check in a few months later to see if there are any changes that allow you to associate workflow tasks to deals. ...read more
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