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AMehta11
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Member since ‎May 11, 2022
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Activity

BDavidson on April 20, 2023
Current Ticket priority only allows for three values (Low, Med, High). This can be used to drive SLA tracking and reporting. This is however limiting as not all orgainisation rely on only three values. Suggested solution: Allow a scale of values read more
1 upvote
1 Reply
Participant
May 18, 2023
I think this an essential function We should be able to make add more priority tags and colour code them so they can be used for a wide spectrum of t...read more
iiaw on October 30, 2022
Currently, when creating a Contact-Based List in the Lists Tool, the filter available for the Contact Property: Record ID is: 'is equal to'. This means that we are able to only input each Record ID as a separate Filter Group rather than multiple Val read more
6 upvotes
2 Replies
Participant
April 11, 2023
Why was this feature removed?
MJZook on December 30, 2019
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
116 upvotes
24 Replies
Participant
April 11, 2023
Adding support. It is an essential tool so kinda surprised it has not already been implemented
smk on September 29, 2020
Hi - I want to create a view (or whatever) that will show me all deals with the same name in a given pipeline. How? Thanks in advance.
10 upvotes
6 Replies
Participant
April 06, 2023
This is definitely a feature that will be useful, especially for a ticketing pipeline.
AMehta11 on May 31, 2022
Auto-populating says the "company name" on a form. Perhaps through an active list. i.e. say a team member is filling a form (for a ticketing pipeline) and starts typing a brand name, the form starts narrowing down the dropdown options: read more
0 upvote
0 Reply
AMehta11 on May 11, 2022
Marking duplicates is not currently available for ticketing pipelines. Only the deals board have the option to mark or classify card based on activity. I think this would be a very useful feature for a ticketing pipeline. It would be useful read more
1 upvote
0 Reply
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