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ChrisBreitbach
Member | Elite Partner
Member since ‎Nov 7, 2022
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Christopher Breitbach

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Monjogard on February 02, 2021
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
161 upvotes
46 Replies
Member | Elite Partner
March 06, 2024
Yes, we absolutely need that, please! I have an active prospect considering other solutions for sales playbooks due to this single feature...
ILim on February 14, 2024
Hey team, it would be great if we could have contacts/companies/deals that are associated to a custom object record show up as default associations when we craft an email on the custom object record. Currently only the association to the custo read more
14 upvotes
5 Replies
Member | Elite Partner
February 14, 2024
Yes, please, badly needed!
JMogard on December 22, 2023
(I really struggled to find a good title for this post) When customizing the cards used for the middle column on records, you can only show columns with properties from that object, e.g. if I make a Deal card I can only pick from Deal properties to read more
12 upvotes
2 Replies
Member | Elite Partner
December 22, 2023
I actually have an use case as well, would be helpful to have as a feature and saves manual dev effort!
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