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MBernstein92
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Member since ‎Feb 28, 2022
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Michael Bernstein

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Gattooze on January 06, 2020
Count calls made per contact
I want to be able to track and count the calls made per contact. My process requires that I assign tasks/workflows depending upon the number of calls made to each contact. While the property ' Number of Times Contacted ' exists, it tracks a mix of read more
Reply Idea Calling
74 upvotes
20 Replies
MBernstein92
Participant
October 24, 2022
Bump on this idea!! For outbound sales this is a must!!
tom569039875678 on September 23, 2020
Allow users to be 'primary team member' of more than one team
Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more
Reply Idea Users & Teams & Permissions
188 upvotes
42 Replies
MBernstein92
Participant
June 24, 2022
Upvote - Need the ability to round-robin leads to individuals who are members of multiple teams
Solved
pascallap on March 26, 2018
Link contacts together (same household)
Hi guys, In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, et read more
Reply Discussion
18 upvotes
24 Replies
MBernstein92
Participant
February 28, 2022
DAnaGuiloff, This solution works to associate the two contacts however, there is no way to create actions around this association. I cannot emai...read more
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