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VVashista
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Member since ‎Jun 29, 2023
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  • Upvotes Given
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  • Upvotes Received
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Vansha Vashista

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Member
May 30, 2024
@mgriffith any update on this idea? It looks like it's been under review since April 2020. Property history reporting is becoming a necessity for ...read more
Member
May 14, 2024
@MaggieB thanks for the update, please include us (AgencyAnalytics) in the beta.
VVashista on April 19, 2024
Create an option to compare if two dates are the same across objects. For example: Company First Contact Create Date = 1/1/2023 Contact Create Date = 1/1/2023 I can then use a workflow to set a custom property value that will help me ident read more
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Member
January 24, 2024
Yes to this! Even having the ability to export records will help (correct them, then import new data) if the system can't support more than 50 record...read more
Member
January 05, 2024
Even having the ability to see related properties (associated company properties) from Task list view will be helpful. Such as MRR so that reps can s...read more
VVashista on November 27, 2023
Problem: Currently, tasks created via sequence on contacts records are not automatically associated with the company or deal records. Our team has to manually associate the company with each task in order to see activity at the company level. Th read more
17 upvotes
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