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JMcNeil1701
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Member since ‎Jun 16, 2023
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  • Replies
    4
  • Upvotes Given
    47
  • Upvotes Received
    17
  • Ideas
    3

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Jeff McNeil

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Activity

JMcNeil1701
Participant
July 30, 2024
Reply to Additional / Secondary Emails Usage
I'd like to second this feature and expand to state that there should be mroe visability of these secondayr emails in reporting. At present there is...read more
JMcNeil1701
Participant
July 18, 2024
Reply to Bulk Company Merge
I would like this to be added as well. Pick the Primary from the view section, then merge all other selected items into it.
JMcNeil1701
Participant
July 16, 2024
Reply to Identify companies that have contacts with different owners
This is a key part of our company as well. We have multiple sources of leads coming in from large companies that need to all be grouped under the sa...read more
JMcNeil1701 on July 12, 2024
Dynamic Sending of Reports to those users/owners on the report
I am looking for a feature to send out a report to only the users/owners of the deals on the report. Dynamic receipients based on the content of the report. For Example: Once per day I want a report generated on deals which are past their closu read more
Reply Idea Sales Reporting
0 upvote
1 Reply
JMcNeil1701
Participant
May 14, 2024
Reply to Change the "created by user ID" property to user's names
I am trying to make a workflow to do that exact task but I can't because the data types are different. So not only can I not do a simple worlfow wor...read more
JMcNeil1701
Participant
May 14, 2024
Reply to pre-set property default value
I would like to add that the default vaule could be used when there is no input from the user on contact creation. if the user has chosen not to ent...read more
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