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KTotten
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Member since ‎Dec 13, 2022
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Kendall Totten

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Activity

MatthewBoyd on February 02, 2020
Website Activity in Contact Side Bar
It has come up with my clients a couple of times now when customising their Contact Side Bar that by default, the "Website Activity" section is immediately under the About this Contact. This cannot be removed altogether, and although it can be rearr read more
Reply Idea Contacts & Companies
38 upvotes
11 Replies
KTotten
Participant
July 20, 2023
It's July 2023 now , this is still an issue. This mysterious panel is still not editable.
song on May 18, 2021
Unassociate in bulk
please let us unassociate in bulk via import or workflows right now roughly 8% of my contacts have emails bounced globally - i'd like to unassociate them from their companies & deals so they don't come up in any reports, and our reps won't f read more
Reply Idea Workflows
30 upvotes
8 Replies
KTotten
Participant
March 16, 2023
We very much need this because a bunch of contacts were inadvertently associated with Proton mail the company because of their email addresses, but t...read more
SLoo on May 09, 2022
Contact List filter for Number of associated companies
Hi team, It'll be great if we could filter a contact list by the number of associated companies. There isn't a direct filter for this in a list or workflow at the moment and it'll definitely benefit customers distilling these records. Thanks for read more
Reply Idea Lists
87 upvotes
36 Replies
KTotten
Participant
March 16, 2023
Is there any way to set up the custom report to filter the list by "count of companies" > 1 ? I've got the report and it returns 5k records bu...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1380 upvotes
205 Replies
KTotten
Participant
February 06, 2023
@MW96 I found this community post about re-enrollment and it seems that leveraging that "is known" trigger seems to work any time the value is cha...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1380 upvotes
205 Replies
KTotten
Participant
February 06, 2023
@MW96 I found this community post about re-enrollment and it seems that leveraging that "is known" trigger seems to work any time the value is cha...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1380 upvotes
205 Replies
KTotten
Participant
February 06, 2023
@MW96 I found this community post about re-enrollment and it seems that leveraging that "is known" trigger seems to work any time the value is cha...read more
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