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bashomosko
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Member since ‎Mar 13, 2018
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Basho Mosko

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Activity

bashomosko
Participant
March 11, 2022
Reply to Inline editing in list view
I find that working leads is best in a list view of contacts but I want to be able to quickly change lead status, jot down next steps, etc.
bashomosko
Participant
March 03, 2022
Reply to Show individual sales person goals vs their total sales in one report
Yes! This was a tool we used all of the time with Salesforce and it really kept reps motivated. We used a gauge by member and by team, bound by quart...read more
bashomosko on November 15, 2021
Child products to create famlies
We have created different versions of the same product in order to navigate an increasingly online world (ie. Empathy School in-person and virtual Empathy School). We need to have unique line items, descriptions, pricing and margins, for these read more
Reply Idea Products and Quotes
5 upvotes
0 Reply
bashomosko
Participant
July 21, 2021
Reply to [Closed] AMA with Karsten Köhler
Hello @Anonymous - thanks for the amazing feedback. I'm trying to create a person-centered report of our program alumni that would surface contact i...read more
bashomosko on July 13, 2021
Workflow that supports end-to-end event communication by date and form fill
Currently, I have to use two separate workflows to support communications around our webinars. Registration confirmation with login information (email responder triggered on the contact record by a specific form fill). This has to be triggered up read more
Reply Idea Workflows
0 upvote
0 Reply
bashomosko on April 27, 2021
Delete scheduled social post in calendar view
This would be super helpful and it's available in list view. Seems like an easy win.
Reply Idea Social Media
0 upvote
0 Reply
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