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Lorenzoenns
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Member since ‎Apr 16, 2022
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    6
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    17

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Lorenzoenns
Contributor
March 04, 2026
Reply to Enable the data from "Ad Performance Metric" to cross with "Contacts" and "Deals" in custom reports
THIS IS A MUST. I want to create simple Cost per Lead and Cost per Deal reports using the new calculated properties feature. I do not like t...read more
Lorenzoenns on February 04, 2026
Custom Conditional "Are you sure?" Pop Ups when editing a Contact property
Idea I'd like an option to implement an "Are you sure?" or "Confirmation" type pop up, based on customizable conditions, when someone is trying to change a Contact Property. Alternative Idea Introduce conditional permissions read more
Reply Idea Users & Teams & Permissions
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Lorenzoenns on November 27, 2025
Option to respond to a Reply from a Marketing Email
We often send out Marketing Emails to a Contacts using the Contact Owner's email. This way any responses from the Contact can be directly attended to by their personal sales rep. Problem: There isn't any proper logging of the replies read more
Reply Idea Marketing Emails
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Lorenzoenns
Contributor
October 15, 2025
Reply to Support Field-Level Permissions Based on Contact Ownership and Shared Access Use Cases
This would be HIGHLY valuable, especially to protect highly sensitive data properties. We have company Reps that manage all information on their...read more
Lorenzoenns on October 01, 2025
Live Sales Tax Data Table (USA & CANADA)
We often have prospects inquiring about their exact pricing options (full payment and in-house financing etc.) with tax and shipping included. We send it over via email along with other relevant product information. Currently, we have a cust read more
Reply Idea Products and Quotes
0 upvote
0 Reply
Lorenzoenns on July 24, 2025
Phone Call CTAs in Marketing Emails
One of the most used CTAs in our business is requesting the Contact/Lead to call in and speak with their Sales Rep. This means we need a Phone Call link and it needs to be dynamic to the Contact Owner. There isn't a neat and dedicated wa read more
Reply Idea CTAs Marketing Emails
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