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VictoriaS
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Jan 15, 2018
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Victoria Starr

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Activity

VagaeNatus on June 20, 2019
Calls and meeting types: update old "types"
This is more like a bug than a feature request. Let's say you have 3 possible values in 'Calls and meeting types', they are {A, B, C}. Now, you realize the name of 'C' is not right and update it to 'X'. --> On standard properties, th read more
Reply Idea Contacts & Companies Meetings Sales Reporting
103 upvotes
18 Replies
VictoriaS
Participant | Elite Partner
January 24, 2023
Repeating much of what is above; this bulk edit / abailiuty for a sales users to filter contacts and see meeting outcomes not set and then quickly ch...read more
Solved
JLedb on April 22, 2022
Future Rolling Dates
What would it take for developers to add future rolling dates when creating reports? E.g. "Deals closing in the next 90 days". It's shocking that this feature isn't included already. Thoughts?
Reply Discussion Professional
2 upvotes
2 Replies
VictoriaS
Participant | Elite Partner
October 11, 2022
This works for deals but what about meetings that have an activity date set in the future? I can't find a way to show "meeting activity date in the n...read more
bouellette on June 11, 2020
Multiple Phone Numbers- Similar to the Email function
Who: Sales, Marketing and Client Success Teams Goal: Organizing data without creating multiple contact objects that will crowd the left-hand column of the contacts page. Value: Cleaner display of data and the ability to store more data read more
Reply Idea Calling
11 upvotes
3 Replies
VictoriaS
Participant | Elite Partner
September 26, 2022
Agree, whilst have 2 numbers can work, if you use the "company number" as the main switchboard number, having more options is important for roles whe...read more
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