Member since ‎Mar 9, 2023
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Roeland Schoppers

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NicoleSengers on February 21, 2022
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
168 Replies
May 31, 2023
Just tried the new beta feature and does exactly what we needed it to be able to do. Perfect timing too 🙂 Now really need you to be able to more
arlogilbert on November 10, 2021
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
7 Replies
May 30, 2023
+1 Please also make it available, then, to make this a requirement on a specific pipeline stage. ie. I want to be able to set a specific more
sgagliano on January 22, 2020
It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company. The read more
59 Replies
May 30, 2023
How does this not exist 😭
Roeland_RS on May 17, 2023
TLDR: Please let us add left sidebar properties/cards and right sidebar cards to the middle column as sections. At the moment, if I understand correcty, the layout logic of a record is as follows: - Left sidebar shows properties unique t read more
M_Dayton on July 19, 2021
The ability to monitor multiple deals accross different deal pipelines would be invaluable as businesses grow and need insight into how different processes and teams interact and relate. Within my organization, we have an initial prospecting pipeli read more
1 Reply
April 17, 2023
Yes very much needed. @M_Dayton what is your current workaround?
Krista21 on September 23, 2022
We have a sales development team and a sales team working in different pipelines but the sales cycle flows from the Sales Dev Pipeline to the Sales Pipeline. For example, a lead will get dropped into the sales development pipeline for the Sales Deve read more
1 Reply
April 17, 2023
Yes surprised this doesn't exist yet since SDR/AE split is so common in SaaS.
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