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averyguest
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Member since ‎May 19, 2022
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    11

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averyguest
Participant
October 03, 2024
Reply to Use Workflow to copy properties from another object into your object.
We would love to have this because sometimes you only need to copy properties from a company to a deal once a deal is created, which means it would b...read more
averyguest
Participant
July 18, 2024
Reply to Email Opt Out Reason and What Email made them unsubscribe export option
We would like the ability to add a question after someone unsubscribes so we can understand why they unsubscribe. From my understanding, there is not...read more
averyguest
Participant
June 05, 2024
Reply to Associate a Deal to a Task in a Workflow
This is very important to have for our team. Because we use workflows to create renewal deals, I want the tasks to be associated with the renewal dea...read more
Solved
averyguest on May 10, 2024
Prospecting Dashboard
Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things read more
Reply Discussion Tasks
3 upvotes
2 Replies
averyguest
Participant
May 09, 2024
Reply to Import meeting and associate with multiple contacts
This would be hugely helpful! currently we have to do it manually with large imports and it's quite frustrating to handle that way
averyguest on May 09, 2024
Customizing Preview Cards For teams
I want to be able to change the company preview card so that different people can have different previews on records.
Reply Idea Contacts & Companies
4 upvotes
1 Reply
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