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FPerkins
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Member since ‎Oct 21, 2022
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Faye Perkins

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FPerkins on October 22, 2024
Visual coloured flag when deal doesnt move in timeframe set
To improve visibility of and adherance to deal veloicity, create the ability to link pipeline stages to customisable timeframes to see when a deal has been stagnant too long. Turn the deal red or create a red border in the Board view if it stays read more
Reply Idea Deals
2 upvotes
0 Reply
FPerkins
Member
October 15, 2024
Reply to Extend meeting rate tracking beyond 7 days post-sequence completion
@MAndersen6 - An easy way to attribute a meeting to a campaign/sequence would be great!
FPerkins on October 15, 2024
Create 'Jump to bottom' button on deal screen
Create a way to jump to the bottom of the activities screen on a deal page (or any page in fact). This could be as simple as duplicating the existing UP arrow to take you to the top, but taking users to the bottom of a page in one click. Useful if t read more
Reply Idea Deals
0 upvote
0 Reply
FPerkins on June 21, 2024
Extend meeting rate tracking beyond 7 days post-sequence completion
Within Sequences > Performance>Meeting Rate, extend the time period beyond 7 days after a sequence ends. It would be helpful to extend the period as often it takes a company longer than 7-days post-campaign to book and therefore log a meet read more
Reply Idea Sequences
11 upvotes
2 Replies
FPerkins on June 21, 2024
Add ability to export/download all workflow pngs in bulk
Instead of having to go into workflows individually to download them as PNG, have the option to bulk download all workflows. Ideally including the ability to download 'all live' or 'all' as some may be turned off. Alternatively, have an option to s read more
Reply Idea Workflows
5 upvotes
0 Reply
FPerkins
Member
May 31, 2024
Reply to Ability to Turn off features/tools in the menu/navigation
I second this. It would be good to remove certain menu items or hide functionality such as prospecting area for those not using it.
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