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EthanM
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Member since ‎May 22, 2023
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Ethan Muñoz

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Activity

Shadab_Khan on October 17, 2023
🚨 MAJOR LIMITATION 🚨 Score Property Cannot be used on Custom Objects This will block the possibility of building various Enterprise and Mid-Market Solutions Relating to Scoring Models!   Please get this in the roadmap A read more
15 upvotes
5 Replies
Participant
October 29, 2024
Please team, consider this. Using calculated properties is overkill. Use case: I want to create a Custom Object for Customer Support QA, where le...read more
DarrenScottUK on March 05, 2022
To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then al read more
44 upvotes
9 Replies
Participant
September 24, 2024
+1 one to this. I'd like to be able to identity when a snippet/template was used in customer communication and what are the most used ones. This is a...read more
EthanM on August 29, 2024
Hey everybody! We've migrated our Support team from Conversations/Tickets to the new Help Desk workspace and I've come accross an issue: When you create a new Help Desk view, you can choose who should be able to see it. These are the options read more
abbyghattas on December 31, 2019
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
194 upvotes
44 Replies
Participant
April 24, 2024
Any update on this?
abbyghattas on December 31, 2019
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
194 upvotes
44 Replies
Participant
April 24, 2024
Any update on this?
Solved
KGuinn on May 23, 2022
Is there a way to make this work only if they book a particular meeting? So if they schedule a tour (one of our meeting links that's specific) they move to "tour scheduled" in our deal pipeline?
0 upvote
9 Replies
Participant
September 21, 2023
Hey everyone! How would this work if I only want to update a deal on a specific pipeline, and not all associated deals? Thank you.
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