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Member | Platinum Partner
Member | Platinum Partner
Member since ‎Mar 27, 2017
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Doug Kirk

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Optimize on February 04, 2025
Sessions and contact conversion rate report
Where did this all important report go? Where did the Sessions reports go?
Reply Idea Dashboards & Reports
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Optimize on February 01, 2024
Use new Prospecting Lead Stage in a workflow
I think it's confusing to have both Lead Status and Lead Stage (new Prospecting tool) inside the CRM. It would be ideal to be able to use Lead Status and have that mirror the properties in Lead Stage. This could be down via a workflow that updated read more
Reply Idea Properties Workflows
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Member | Platinum Partner
November 04, 2019
Reply to Export duplicate contacts list to Excel (new "Manage Duplicates" feature)
The ability to create a list from duplicates will allow us to easily identify any email on the list that has bounced. With that, we can purge the bo...read more
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Member | Platinum Partner
September 10, 2019
Reply to Create Quote templates
This is a necessity
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