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kirstenmhb
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Member since ‎Jul 19, 2022
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Kirsten Brown

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Activity

stephentradify on July 26, 2017
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more
287 upvotes
74 Replies
Member
September 29, 2022
Really need this! Our use case is if the churn date and the close date are the same, then signal do not renew the contract
papuchon on May 20, 2020
Hello, So the Stripe integration with Quotes is pretty great but it has 1 big pitfall - it does not allow for free trials. Stripe stand-alone allows for this and it basically allows you to collect card/payment info from client at the time of read more
Member
September 22, 2022
Hey! I have the same question 2 years later. Did you ever get a solution to this? Thanks in advance 🙂
taylorfriss on April 05, 2018
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
122 upvotes
30 Replies
Member
August 23, 2022
We would love this feature for meeting scheduled via round robin to change the contact owner to the AE who will take the meeting. Would eliminate a m...read more
andrewdavis_SF on June 24, 2020
I'd like a way to delay contacts from throwing through to a certain step of a workflow until a specific date. This came about when we have a micro-nurture running to a specific set of our audience. We are launching a flash deal to our contacts read more
135 upvotes
66 Replies
Member
August 12, 2022
need this as well for triggering reminders for my team based on customer notice period
NicoleSengers on February 21, 2022
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Member
July 19, 2022
+1 on this thread. Desperately need for workflows and for reporting.
LY on October 28, 2021
When creating a cross-object report, one option of what to display and filter by should be the association labels attached to the objects involved. For example, if the report is based on contacts and deals, I would like to have a column showing read more
39 upvotes
10 Replies
Member
July 19, 2022
Piggybacking onto this thread - desparately need it for workflows and reporting
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