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Susanne12
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Member since ‎Mar 6, 2023
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  • Upvotes Given
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  • Upvotes Received
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Susanne Lorenz

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natedame on February 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
Reply Idea Tasks Workflows
303 upvotes
60 Replies
Susanne12
Contributor
March 01, 2024
totally agree, we need to be able to create follow-up tasks based on the outcome of a previous task.
Solved
Susanne12 on February 23, 2024
contact communication preferences
Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone read more
Reply Discussion CRM
0 upvote
3 Replies
Susanne12
Contributor
February 23, 2024
@karstenkoehler we do not want to use subscription types as it is not possible to filter by subscription type in the contacts view plus our sales t...read more
Solved
Susanne12 on February 23, 2024
contact communication preferences
Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone read more
Reply Discussion CRM
0 upvote
3 Replies
Susanne12
Contributor
February 23, 2024
@karstenkoehler we do not want to use subscription types as it is not possible to filter by subscription type in the contacts view plus our sales t...read more
TabithaW on July 24, 2023
Allow super admins to edit user email address
We are able to edit user account info such as first name and last name, but why do admins not have access to update the email address associated with a user account? Is there any plan to add this functionality? This is a big pain point for us read more
Reply Idea Users & Teams & Permissions
11 upvotes
5 Replies
Susanne12
Contributor
January 19, 2024
This is a great idea, we absolutely need this!
VNaumchak on July 29, 2022
Deal stages to be mandatory
Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.
Reply Idea Deals
47 upvotes
22 Replies
Susanne12
Contributor
November 07, 2023
Hi @JeannieN do you already have an idea when this solution will go live (even as a beta)? Thank you!
Solved
Susanne12 on September 01, 2023
follow activities
Hi, does anyone have an idea whether it is possible to follow another user's / colleague's activities (deals, contacts, notes, calls, etc created)? Thank you!
Reply Discussion Enterprise
0 upvote
1 Reply
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