Member since ‎Mar 8, 2023
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Ruurd Heijting

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Ruurd on May 09, 2024
Loving the new custom funnel reporting! However... It would be even better if we could select a custom date property for each Stage entry. Why? Our Deals come from an external source and have a custom 'Created' date property. On this date, th read more
tmitch_sona on November 15, 2022
Hi - I am finding it quite restrictive that you can't filter in a format like 'date field A' is before (or after) 'date field B' - you can only compare one or the other by a static date value. Please can we enhance advanced reports to allow this kin read more
3 Replies
April 20, 2024
Hi! Totally agree. FYI: there's a master idea that also covers this request. Please upvote there 🙂
SBenish on September 26, 2022
When a contact completes Workflow A, the action will be for the contact to enter Workflow B. Is this considered a 'Manual' entry into Workflow B or do I need to add an 'Enrollment Trigger' to the beginning of Workflow B? This workflow connection wi read more
0 upvote
3 Replies
April 10, 2024
Hi @christopher-RVO & @karstenkoehler , Thanks for this solution. However... If I don't set any triggers for workflow B, then contacts more
Ruurd on February 23, 2024
The current limit of 5.000 values in a dropdown is not always sufficient to ensure standardised data. We want to use the value in City to pull in demographics of that city from external sources (like 'Number of Inhabitants'). For this we need a read more
holodan on April 13, 2021
Hello, I am looking for a company property which sums up the score for all associated contacts. But unfortunately, it is not possible to build a calculation including other properties except the ones of the same object. It would be very useful t read more
3 Replies
February 01, 2024
Agree! I'd like to count deals with a date in a custom date property that is between 2 date fields that are on the contact. I can count deals more
TH7 on March 23, 2023
Would like to be able to roll up minimum or maximum dates from child to parent. Would also like to flag the record as being included in the calculated field so they can be enrolled in workflows. For example: Which contact has the Minimum read more
4 Replies
December 22, 2023
Would be amazing to have the date of the first and last deal on the contact, using a custom date property on the deal, without any coding. Our deals more
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