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MartinK
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Membro desde ‎mar 24, 2017
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Martin Klose

International BDM with a weak spot for application development

Atividade

CashewsForLunch on Janeiro 04, 2024
Workflows from Integrated Call Outcomes
Similar questions to this have been asked before but I haven't seen a resolution or a question that brought all the parts of this together, so would appreciate any tips here. Our organization uses Orum as an auto-dialer to reach a large number o Leia mais
Responder Discussão Enterprise Sales
6 avaliações positivas
2 Respostas
MartinK
Colaborador(a)
Outubro 03, 2024
Quite unbelievable that this functionality doesn't exist. A marketing tool that doesn't let you discriminate between call outcomes? Really HubSpot?
MartinK on Outubro 01, 2024
Show email template name in activity log
We have many emails across our team. When sending an email, it would save us a lot of time if we could identify the template name from the activity log. Currently, all we have is the subject line, which may or may not relate to the template name, re Leia mais
Responder Idéia Sales Email Extensions & Add-Ins
0 avaliações positivas
0 Respostas
Solucionado
EVatsev on Julho 04, 2024
Activity types
Hi, We would like to have a better understanding of our sales' activities and be able to log them based on the customer stage. For example, we want to have a split between a call with an existing client and a potential client. Same for the email Leia mais
Responder Discussão Sales
0 avaliações positivas
5 Respostas
MartinK
Colaborador(a)
Agosto 29, 2024
Picking up last activity type is tricky in HS since you only have last activity date to trigger your WF. (There's still no activity based WF). Meetin...Leia mais
MartinK on Abril 24, 2024
Turn associations into clickable icons
Hi, It would be a great timesaver if the activitiy associations would be clickable icons and take you immediately to the associated object. Now you can only see the association but you still have to cut and paste into the search bar to nav Leia mais
Responder Idéia Activity Feed
2 avaliações positivas
0 Respostas
MartinK on Abril 06, 2024
Completed Activity trigger
Hi, It would be beneficial to have at least a property that indicates the complete update of an outbound activity, such as a call or meeting, since activity-based WF is not (yet) available. Currently, when a call is initiated, the "Last Contacted" Leia mais
Responder Idéia Workflows
1 avaliações positivas
0 Respostas
MartinK on Março 21, 2024
Reverse in contact merge direction
Surely you have noticed that the in contact merge function only merges in one direction (manual entry) into current contact. It would be hugely more convenient if there was an option to also merge into the oposite direction. ie current contact into Leia mais
Responder Idéia Contacts & Companies
1 avaliações positivas
0 Respostas
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