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drumicd33
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Member since ‎Jul 11, 2022
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Monjogard on February 02, 2021
Field dependencies in Playbooks
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
Reply Idea Playbooks
148 upvotes
39 Replies
drumicd33
Member
February 06, 2023
Agreed! We need this!
drumicd33 on December 28, 2022
FILTER TASKS BY COMPANY OR CONTACT INFO
It would be very helpful for my team to be able to filter tasks by company conditions (ie. filter out unqualified companies to delete old taks).
Reply Idea Tasks
12 upvotes
4 Replies
drumicd33 on July 22, 2022
Add ability to filter lists and contact views by sequence finished reason
We could really use the ability to filter lists/views by the sequence finished reason. Need to be able to easily differentiate between sequence outcomes to determine our next course of action if any with that particular prospect. Please advise! read more
Reply Idea Sequences
1 upvote
0 Reply
ErinHertz on October 16, 2020
Ability to control meeting outcomes via workflow
Our sales team has back to back meetings all day long and would love the ability to automatically change Meeting Outcomes based on the meeting time passing, in a workflow. This way, they would only have to worry about changing the outcome if they di read more
Reply Idea Meetings
193 upvotes
46 Replies
drumicd33
Member
July 11, 2022
Yes please!
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