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MWilliams3
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Member since ‎Jun 10, 2022
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Martin Williams

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ProGrahamer on January 29, 2020
"Folders" feature for Website Pages
There are two options for creating web pages - web pages and landing pages. If you create a landing page, you can sort the mess with a folders option. If you create a "website page" there is no folder structure button : ( I'd so loooooove to read more
Reply Idea Website & Landing Page Editor
80 upvotes
21 Replies
MWilliams3
Contributor
October 20, 2022
It seems a little bit lazy not to have this simple functionality?
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
341 upvotes
117 Replies
MWilliams3
Contributor
September 28, 2022
Sat here spending hours generating quotes but paying thousands £ £ £ £ for CRM software, I'm depressed, so thought I'd come on this thread and take i...read more
Solved
MWilliams3 on September 26, 2022
Re-enrollment
Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes I thought that when someone completes the sequence, they will be able to compelte the form again and sta read more
Reply Discussion
0 upvote
2 Replies
MWilliams3
Contributor
September 26, 2022
Thank you, i'd allowed re-enrollment, but not when they filled out the form 🤡
Solved
MWilliams3 on September 26, 2022
Re-enrollment
Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes I thought that when someone completes the sequence, they will be able to compelte the form again and sta read more
Reply Discussion
0 upvote
2 Replies
MWilliams3
Contributor
September 26, 2022
Thank you, i'd allowed re-enrollment, but not when they filled out the form 🤡
susanmartin2006 on July 29, 2020
Trigger thank you email after meeting outcome set to completed
Send automatic thank you email to all external attendees after meeting outcome set to completed. Also be able to send out different "thank you" emails based on meeting type (i.e. - demo, interest meeting, quote review, etc).
Reply Idea Meetings
7 upvotes
2 Replies
MWilliams3
Contributor
September 24, 2022
We need this feature - it's so annoying that you can't interconnect tokens in workflows.
jessio on May 30, 2018
Schedule recurring events with Meetings
I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue a read more
Reply Idea Meetings
176 upvotes
56 Replies
MWilliams3
Contributor
September 10, 2022
Greeings from September 2022.
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