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troelsfeodor
Top Contributor
Member since ‎Apr 10, 2017
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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mblank on September 14, 2017
Owner assignment for Messages Tool
Route messages to specific Sales Pro users based on the individual Messages created. We have multiple products and sales reps who specialize in each offering. If someone asks a question on a specific product page, we need that chat to be autom read more
Reply Idea Conversations
6 upvotes
23 Replies
troelsfeodor
Top Contributor
October 19, 2017
I believe this is now possible with the "Route incoming chats to:" setting on the individual message
troelsfeodor on September 07, 2017
Report on lead response time
We really need a simple way to report on the time to first contact for our MQLs. Ie. how quickly are they being contacted after they become an MQL, also known as lead response time. This could be really useful as part of the Sales Reporting with read more
Reply Idea Sales Reporting
85 upvotes
27 Replies
troelsfeodor on September 06, 2017
More advanced logic in contact/company/deal filters
The filters in the contact, company and deal views are too limited. We are really missing more advanced logic like you offer on Marketing Lists. E.g. OR-logic, "has never/ever been", "is before/after property".
Reply Idea Contacts & Companies Deals
42 upvotes
8 Replies
andres on March 10, 2017
Internal links in Documents
Hello! It would be amazing that the software recognize the links in a document. In our proposals we have a PDF that we send to our customers, and into the document you can find links like: "Do you want know more? Click here". Pressing here, th read more
Reply Idea Sales Documents
84 upvotes
41 Replies
troelsfeodor
Top Contributor
August 30, 2017
This would be really helpful. We tried to add a Meeting link to a PDF and were surprised it wasn't clickable.
Kimberly on February 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Reply Idea Deals
47 upvotes
24 Replies
troelsfeodor
Top Contributor
August 15, 2017
@RuwanW this sounds good, but wouldn't it trigger for each contact who matches this since workflows are (still only) centered around contacts? Ie....read more
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
305 upvotes
83 Replies
troelsfeodor
Top Contributor
August 15, 2017
This is something we need as well
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