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GCasali
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Dec 13, 2022
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Gabriel Casali

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katie_cort on April 08, 2021
Filter by property equal to another property
It would be great if we had a filter for lists or a workflow enrollment trigger that allowed contacts to enroll if they had a property that is equal to another property. For example if email = alternative email, it would be helpful for tagging/locat read more
Reply Idea Contacts & Companies
125 upvotes
31 Replies
GCasali
Participant | Diamond Partner
April 04, 2024
I definitely need this! I hope we have this soon
Solved
Jkeyson on July 10, 2021
Displaying MRR in total deal board
Hi all, I have managed to customize the deal cards in the board view with MRR, but the total amount under each stage of the pipeline is still based on deal amount rather than MRR. Is it possible to change this to total MRR? Thanks, Jonatha read more
Reply Discussion CRM Sales
4 upvotes
6 Replies
GCasali
Participant | Diamond Partner
February 16, 2023
Hi @Jkeyson , You can use a workflow based on deals to copy the value of the MRR to the deal amount. If you do that, the total amount under each...read more
JSlater on May 11, 2021
Pipeline/stage "total amount"
Can you please consider allowing for alternative properties to be displayed as the calculated total in the Pipeline/stage "total amount" section. This is defaulted to calculate deal amounts only, however, we would like the option to change this read more
Reply Idea Deals
29 upvotes
13 Replies
GCasali
Participant | Diamond Partner
February 15, 2023
A suggestion to solve this would be to use a deal-based workflow to copy the value of other revenue properties to the main deal value property. This ...read more
BHo on September 08, 2021
Add required stage properties for custom object pipelines
Similar to Deals, it would be great to have the option to set required stage properties for custom object pipelines.
Reply Idea Custom Objects
64 upvotes
26 Replies
GCasali
Participant | Diamond Partner
February 08, 2023
I agree, we really need this to use the custom objects in a better and deeper way
parisklees on September 03, 2019
Allow for users to set their own company unique identifier
It creates quite a bit of work and allows for duplication when we have to use either company domain name or object ID as a unique identifier for companies. It would be ideal if we could set our own. For example, all of our clients have account numbe read more
Reply Idea Contacts & Companies
115 upvotes
32 Replies
GCasali
Participant | Diamond Partner
January 24, 2023
I look forward to this update, we will certainly apply to many customers
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