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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
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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 on July 18, 2024
Adding a Question After Someone Unsubscribes
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 a way to do this without code.
Reply Idea Marketing Emails
15 upvotes
2 Replies
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
averyguest on May 21, 2024
Updates to Filtering Abilities on Middle Column Cards
I would like to be able to make it so you can filter on contact owner fields with owner = 'Me' on the middle column company cards, so that its dynamic to whomever is looking at it. You also can't filter by OR parameters, only AND parameters, which i read more
Reply Idea Account Settings
0 upvote
0 Reply
averyguest on May 19, 2024
Updates to make prospect dashboard more workable
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 Idea Tasks
2 upvotes
0 Reply
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
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