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AKnechtl0
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Member since ‎Oct 28, 2022
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Alex Knechtl

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Activity

TBarrett18WS on July 01, 2021
Worklow action to remove multi-select value
The "Set Property Value" action gives you the ability to append chosen values to a multi-select field. It would be very useful to be able to do this in reverse i.e. remove a given value from a record. We have workflows that update a multiselect read more
Reply Idea Workflows
45 upvotes
12 Replies
AKnechtl0
Member
March 29, 2023
Running into this myself. We're using a CPQ to toggle when a product feature has been selected. We can't add these features as line items because of...read more
ToddSutt on June 14, 2022
Associate Records in Playbooks
Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now introducing Custom Objects for read more
Reply Idea Playbooks
9 upvotes
7 Replies
AKnechtl0
Member
March 24, 2023
We are also experiencing similar association bottlenecks We're having the sales team identify buyer personas as part of a more rigorous sales qual...read more
GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
208 upvotes
55 Replies
AKnechtl0
Member
March 24, 2023
I need this feature to demonstrate value and new process implementation to my senior stakeholders. We are rolling out a more rigorous sales qualific...read more
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
AKnechtl0
Member
March 24, 2023
Playbooks are quickly becoming an integral part of our sales discovery and customer health scoring process. I love being able to tie questions back ...read more
caroline_at_hv on May 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Reply Idea Contacts & Companies Marketing Reporting
406 upvotes
108 Replies
AKnechtl0
Member
October 28, 2022
Not sure if this has already been said but this is in Salesforce as the [Object] Field History report For Sales CRM, it's critical to accurately calc...read more
cweimert on October 02, 2020
Create Folders in Reports Library
It would be great to have the capability of creating folders in the Reports Library. Currently, you only can add a report to a dashboard or leave it in the library but when you create multiple reports, they can get buried. This would make it eas read more
Reply Idea Dashboards & Reports
72 upvotes
26 Replies
AKnechtl0
Member
October 28, 2022
If you want to compete with Salesforce, this is a great way to start
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