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LS36
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Member since ‎Feb 5, 2023
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LS36 on February 26, 2025
Add an activity type of incoming email and to which email channel
Now, if I want to create a report to show all of our incoming emails, there's no way to do it. It would be great if when creating a report for activities, we could filter activity type and use a new type for all incoming emails. Now, there's only an read more
Reply Idea Dashboards & Reports
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LS36 on February 23, 2025
Add a property of who is the email sender
It would be great if there is a property listing who the email sender is in the email activity. It will help to do many actions via workflows, when the actions are needed only for some senders. For example, if I want all tickets in which there are e read more
Reply Idea Activity Feed
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LS36 on January 23, 2025
"Doesn't contain any of" criteria in workflows
I have an idea regarding the usage of the criteria of "Doesn't contain any of" on workflows. It's easier to explain it with an example: now, if I add to that criteria that the deal name doesn't contain any of "Test case" - it will filter out deals t read more
Reply Idea Workflows
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LS36
Member
May 09, 2024
Reply to Shared Phone Numbers
Joining this request! It's very important to us. We need to have one number for each team so all users can take the call if the client is calling. ...read more
LS36
Member
February 05, 2023
Reply to Default email address for sending from CRM
I really need this feature as well. It causes a lot of problems that I can choose what is my default email.
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