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AKemple
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Member since ‎Oct 5, 2022
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Alex Kemple

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AKemple on July 29, 2024
Delete Duplicate Leads
We had a delay in a workflow that created leads which allowed contacts to enroll multiple times in short order (within minutes). This resulted in a variety of duplicate leads being created. Is there a way to write a workflow to indentify (and ideall read more
Reply Discussion Enterprise Sales
1 upvote
2 Replies
AKemple
Participant
July 30, 2024
Unless there's a new feauture I'm unaware of, the duplicate checker tool only works for contacts and company objects, not the Leads object I'm referr...read more
AKemple on July 29, 2024
Delete Duplicate Leads
We had a delay in a workflow that created leads which allowed contacts to enroll multiple times in short order (within minutes). This resulted in a variety of duplicate leads being created. Is there a way to write a workflow to indentify (and ideall read more
Reply Discussion Enterprise Sales
1 upvote
2 Replies
AKemple
Participant
July 30, 2024
Unless there's a new feauture I'm unaware of, the duplicate checker tool only works for contacts and company objects, not the Leads object I'm referr...read more
AKemple on March 15, 2024
Creating a deal and adding association via form/workflow
Our business collects part of our business through partners who refer clients. Currently, they are submitting a form that in turn takes the form info and turns it into a deal. Since each form is specific to the partner, it also fills out the partner read more
Reply Idea Workflows
1 upvote
1 Reply
StaceyM on April 27, 2017
User specific time zones
I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.
Reply Idea Account Settings
514 upvotes
174 Replies
AKemple
Participant
July 11, 2023
I cant believe this has been pending since 2017 with no action, this is essential with work from home and remote work becoming so prominent
AKemple on April 19, 2023
Share a picture of a report to Slack automatically/on schedule
I would like to be able to share a "snapshpot" of 1-2 reports to a specific Slack channel on a regular basis. Is this currently possible? Idea is to show my SDRs a report twice a day so the whole team can see individual and team processes. Reports read more
Reply Idea Integrations
5 upvotes
1 Reply
AKemple on March 27, 2023
Report to Track Sales Rep's Most Recent Call
Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li read more
Reply Discussion Analytics Tools Calling Enterprise Reports
1 upvote
2 Replies
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