It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more

I know there is a capability to edit an email template per contact in a scheduled sequence, but is there a capability (or is there a capability in progress) to do a mass template update across all contacts? Why won't any content updates made in the read more

I understand that editing the tasks in an already active sequence won't affect the contacts already enrolled but is there a way to quickly unenroll and reenroll the contacts into a new sequence? (as opposed to typing in all the contacts one by one read more

I need to make a change to an email template, but I want to make sure the change will be included for people currently in the sequence but that have not gotten to that step yet. How can I do this? If not, what is the alternative? Do I need t read more

I have an existing sequence where I need to copy and paste the content into a google document in order to share with our team - a "draft" of it for them to then personalize and use in their own account - much easier to do in a document than within read more

I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.