AMuresan

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Alexandra Muresan

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AMuresan on Outubro 06, 2025

Automatically Qualify Leads when new deal is created

It would be great if when a new deal is created, if the associated contact has an open Lead against it, then said Lead should be automatically set to Qualified - it would help clean-up the pipeline. I've tried creating a workflow to this effect Leia mais

Responder Idéia Workflows

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AMuresan on Setembro 15, 2025

Enable Associated Objects Activity Card on Overview page

Now that we have the object overview which is customizable and we also have projects which can be used in a variety of ways and we can see them as a Gantt chart, it would be amazing if we could create a card on another object based on the associatio Leia mais

Responder Idéia Custom Objects

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AMuresan

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Setembro 15, 2025

Reply to Add collaborators to all CRM objects

Would be great to have something like this - we have custom objects "Account Plans" and would like to have more than just an owner and have collabora...Leia mais

AMuresan on Maio 21, 2025

Sequence reporting within Campaign Object

Since we now have the ability to associated sequences to the campaign object, it would be really great if we could see consolidated sequence reporting for the sequences associated to a given campaign. Otherwise, what is the point of adding seque Leia mais

Responder Idéia Campaign Sequences

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AMuresan

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Setembro 28, 2023

Reply to Mandatory fields on imports

this should be a must to maintain some semblance of data quality otherwise user error can just cause a lot of unnecessary hassle.

AMuresan

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Fevereiro 17, 2023

Reply to Bulk delete properties from assets

There seem to be multiple ideas all going around the same issue - you want to archive a property that you know is no longer relevant, but you cannot ...Leia mais

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