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troelsfeodor
Stratege/Strategin
Mitglied seit ‎Apr 10, 2017
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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 Beitrag ansehen
Antworten Idee Conversations
6 Likes
23 Antworten
troelsfeodor
Stratege/Strategin
Oktober 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 Beitrag ansehen
Antworten Idee Sales Reporting
85 Likes
27 Antworten
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".
Antworten Idee Contacts & Companies Deals
42 Likes
8 Antworten
andres on März 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 Beitrag ansehen
Antworten Idee Sales Documents
84 Likes
41 Antworten
troelsfeodor
Stratege/Strategin
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 Februar 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 Beitrag ansehen
Antworten Idee Deals
47 Likes
24 Antworten
troelsfeodor
Stratege/Strategin
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....Beitrag ansehen
waihonger on Januar 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 Beitrag ansehen
Antworten Idee Workflows
306 Likes
83 Antworten
troelsfeodor
Stratege/Strategin
August 15, 2017
This is something we need as well
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