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MMcBride1
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Member since ‎Feb 28, 2022
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Marcie McBride

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Kidomu on March 09, 2021
Dynamic due date for tasks
Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas read more
Reply Idea Tasks Workflows
101 upvotes
31 Replies
MMcBride1
Member
October 13, 2023
I agree. I know a workflow can automatically create a task at a time that is based on the close date. However, we would like the workflows to cr...read more
cbmoldov on April 01, 2021
Schedule workflow expiration date
It would be a life saver if we had the ability to schedule workflows to deactivate themselves on a specified date (date picker) similar to how we can schedule landing pages to unpublish themselves. This would be huge for people who have a salesforce read more
Reply Idea Workflows
51 upvotes
21 Replies
MMcBride1
Member
July 27, 2023
Yes, especially for workflows related to sending marketing emails. We've had some emails go out by mistake for contents who met the enrollment criter...read more
tomsedgwick on March 04, 2019
Permission to access individual workflows
Hi all, I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it. I see this as a major security risk. It would be great if I could give users access to individual workflows, without them h read more
Reply Idea Workflows
29 upvotes
16 Replies
MMcBride1
Member
July 21, 2023
@mgeorgieva -- we have the enterprise account and this feature does not appear to be rolled out. I can allow an agent to view or edit ALL workflow...read more
tomsedgwick on March 04, 2019
Permission to access individual workflows
Hi all, I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it. I see this as a major security risk. It would be great if I could give users access to individual workflows, without them h read more
Reply Idea Workflows
29 upvotes
16 Replies
MMcBride1
Member
July 21, 2023
@mgeorgieva -- we have the enterprise account and this feature does not appear to be rolled out. I can allow an agent to view or edit ALL workflow...read more
christinephu on January 11, 2023
Completely hide No Access Properties
Who (what type of role or team) is the feature for? Sales, Customer Success, Solutions Engineers, Operations What is their goal? To completely hide properties when it is set to No Access for certain teams. To customize the left side read more
Reply Idea Contacts & Companies Deals
3 upvotes
2 Replies
MMcBride1
Member
May 19, 2023
Agreed! We would like to have "agent facing" accounts that are user-friendly. We have a lot of back end properties that agents would just find confus...read more
maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Reply Idea Forms
627 upvotes
191 Replies
MMcBride1
Member
May 10, 2023
This is a HUGE hangup for us. We've tried mapping fields via contact properties, but this is very messy and confusing for our users.
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