Member since ‎Apr 14, 2022
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Arthur Lorente

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ArthurLorente on September 12, 2022
It would be very helpful if I could create dashboards with clickable links within the reports. I have a property that is the result of the concatenation of different properties to generate a link that goes directly into our product. Something like: read more
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wickedbo on September 21, 2021
Our sales team uses playbooks to take notes. These notes get attaached to the deal record. When a deal is associated to a company record prior to submission, then the note should automatically be rolled up to the company record like a regular note. read more
2 Replies
July 11, 2022
Would love to see this as a playbook setting where we can just choose which associated records we would spread the registered activity to, just like more
EPierrot on May 12, 2022
All reporting is done quarterly and needs to follow the fiscal year. While we can set up our fiscal year in the account setting, there is no option to do so in dashboards. We can only do it by 'normal' quarter, which makes entering the fiscal year i read more
6 Replies
June 13, 2022
Big upvote! Reporting looks wonky and hard to work with when I can't really compare performance between financial quarters. It basically keeps me more
amandafann on August 18, 2021
When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means y read more
42 Replies
May 10, 2022
Please please please implement this!!! We are having so much usage attrition on our team because of this lacking function. We can't reasonably more
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