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averyguest
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Member since ‎May 19, 2022
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averyguest on May 21, 2024
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
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averyguest on May 19, 2024
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
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averyguest on May 10, 2024
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
3 upvotes
2 Replies
mrssusiepuck on May 26, 2023
I would like the ability to import a single meeting record (one record ID) and associate that meeting with: * A specific company record; and * Multiple contacts associated to that company. Today I can only import a meeting to a single contact read more
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May 09, 2024
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
I want to be able to change the company preview card so that different people can have different previews on records.
averyguest on May 06, 2024
Hi - we have an interesting revenue tracking process, where we need to track revenue based on the 'item delivered' date. This means that using closed won = true within a timeframe, looking at the date is not useful. Would like to create multi-o read more
1 upvote
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