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averyguest
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Membre depuis ‎mai 19, 2022
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averyguest le Avril 24, 2024
Better Organization for Email Templates when sending from Sales Extension
Would love for there to be better email template organization within the template drop down within gmail when using the sales extension. It currently opens to all templates in alphabetical order and only filtered on the ones you own. It would be gre Lire la suite
Répondre Idée Sales Email Extensions & Add-Ins
1 Mention J'aime
0 Réponse
averyguest le Avril 24, 2024
The option to create a filterable attachment card on company views
Would like to be able to create an attachment card filtered on name, create date, or created by that I could then put in its own tab (or any tab) on the company view.
Répondre Idée Account Settings
1 Mention J'aime
0 Réponse
Résolues
OliverMUK le Janvier 28, 2020
Contract management recommendations
Hi all We're looking at Hubspot and I've got the point on the list where I need to look at Contracts. I can see that Hubspot doesn't manage contracts itself, and I would like to get some recommendations of contract management apps that integrate Lire la suite
Répondre Discussion
3 Mentions J'aime
9 Réponses
averyguest
Participant
Avril 22, 2024
We're thinkng about using a custom object to accomplish this but would love to have more capabilities such as: editing the sharing of a document o...Lire la suite
averyguest le Avril 05, 2024
Conditional Fields Based on Associated Objects
I would like to be able to require certain objects to associated before moving deals along in the pipeline. I know you can do it with a checkbox, but it's not clear in the way I would like it to be. Ie. I want to require reps to associate a dea Lire la suite
Répondre Idée Deals
3 Mentions J'aime
0 Réponse
averyguest le Janvier 30, 2024
Trigger Workflow Enrollment on the basis of Email Behavior of Multiple Emails
It would be great if we could trigger contact workflow enrollment on the basis of behavior of multiple emails instead of having to select all emails when selecting criteria ie. all emails from X business unit from X date range or all emails with X i Lire la suite
Répondre Idée Workflows
0 Mention J'aime
0 Réponse
Brigip le Novembre 28, 2023
Updating the business unit on an existing form
I wanted to update the business unit on an old existing form and I wasn't able to do it. We have many business units and somebody added a form to the wrong business unit. To be able to filter and work on the correct business unit we need to use the Lire la suite
Répondre Idée Account Settings
8 Mentions J'aime
4 Réponses
averyguest
Participant
Janvier 26, 2024
Bumping this. We had users create forms in the wrong business unit and it'd be much easier to change business unit than create a new form and lose al...Lire la suite
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