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lindseyc
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Member since ‎May 22, 2018
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Lindsey Campbell

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Activity

Ryamak on April 03, 2023
Way to pause a specific contact from Workflow
Wish there was a way to either pause a specific contact in a workflow (instead of the whole workflow, with everybody still in it). If I remove them from the workflow, I can't even pick up where they left off. This is especially helpful to have for n read more
Reply Idea Workflows
5 upvotes
2 Replies
lindseyc
Member
September 10, 2024
Agreed. Need a way to pause workflow for individual contacts instead of unenrolling them completely and losing out on the remaining steps. Similar to...read more
tholmes on June 06, 2017
Birthday/Anniversary Date Picker Customization
Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within th read more
Reply Idea Lists Workflows
80 upvotes
32 Replies
lindseyc
Member
July 24, 2024
Has there been a field created yet for just birthday format DD/MM?
jjokinen on August 07, 2020
Setting a Default Meeting Type for Meetings Created from Google Calendar
Although you can set the meeting type for booking a meeting through the Meetings Tool link , it's not possible to set the meeting type via the Google Calendar Integration when booking via your calendar. This would be most helpful as the read more
Reply Idea Integrations
39 upvotes
11 Replies
lindseyc
Member
November 27, 2023
Yes we also track our sales reps activity by meeting type, and right now there's no option to select this when booking directly on Google Calendar. S...read more
CGREENE on June 08, 2023
Duplicate Companies - Why add to our workload?
I notice that when I go to merge duplicate companies, sometimes literally the only difference is that one has only the domain and the other starts with "https://", or that there's just a difference in capitalization. I would imagine this would be an read more
Reply Idea Contacts & Companies
3 upvotes
1 Reply
lindseyc
Member
October 24, 2023
Agree! I spend most of my day cleaning up duplicate records that the only difference is capitalization.
lindseyc on October 11, 2023
Meetings
Go back to manually selecting the date and time from a drop-down option and not from hovering over the calendar to eventually land on correct time.
Reply Idea Meetings
2 upvotes
0 Reply
spogue on February 03, 2021
Sort Contacts on a Company Record
Its really frustrating to consistently click "View more in filtered view" on a Comapny record to find the main point of contact. Maybe you can float the "Champion" or "Decision Maker" to the top of the list or sort the Contacts by most engaged or em read more
Reply Idea Contacts & Companies
17 upvotes
9 Replies
lindseyc
Member
March 25, 2023
Agree! Need to be able to sort contacts in the company sidebar view. It's a hassle to expand to 'view all associated contacts' as most decision m...read more
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