akille

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Angela Kille

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jackielee on Novembro 13, 2019

Enroll Companies in a Workflow Straight From All Companies List Page

Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it woul Leia mais

Responder Idéia Contacts & Companies Workflows

21 avaliações positivas

8 Respostas

akille

Participante

Janeiro 19, 2021

This is a great idea - would be very helpful for it to function like contacts. I've had to temporarily edit company workflow trigger criteria to mana...Leia mais

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MattLM on Fevereiro 04, 2020

Allowing multiple owners of records

Hi I have a need for certain companies and contacts to be recorded as having multiple owners. Is this possible? Thanks Matthew

Responder Discussão

2 avaliações positivas

4 Respostas

akille

Participante

Fevereiro 12, 2020

Does this approach work with permissions? For instance if a user can only edit contacts they own and they are assigned the "Additional Owner" in a cu...Leia mais

TAIemn on Setembro 11, 2017

Be able to archive campaigns

I would love the ability to archive a campaign. I want to keep the information associated with it, but I want to keep a clean view of currently running campaigns or only be able to associate assets with current campaigns.

Responder Idéia Campaigns

70 avaliações positivas

25 Respostas

akille

Participante

Fevereiro 12, 2020

Is there an update on this idea? We also need a way to archive old campaigns that we don't want to delete, so our drop-downs reflect current campaign...Leia mais

k8isgreat on Junho 28, 2017

Automatically associate contact/company records with Deals

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Leia mais

Responder Idéia Contacts & Companies Deals

347 avaliações positivas

98 Respostas

akille

Participante

Outubro 23, 2018

Yes, this would be very helpful. Our integration with Shopify creates deals associated with contacts - but then we need to automate the association o...Leia mais

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