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JPowell1
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Member since ‎Jun 28, 2018
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Jack Powell

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Activity

hroberts on July 23, 2019
While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama read more
81 upvotes
27 Replies
Member
May 11, 2022 06:15
yes we need this
JaclynSchmitz on January 28, 2020
It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.
210 upvotes
59 Replies
Member
May 16, 2022 18:10
Yes, this is needed 100%, it's a basic function in any sales outreach tool!
SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
803 upvotes
216 Replies
Member
May 13, 2022 11:15
We still are needing this function, so that we can ensure that our team is following our processes in the correct order.
C-Note on December 12, 2018
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
236 upvotes
113 Replies
Member
March 13, 2022 21:05
This is an essential feature. We are in need of this, too. Though in the task view instead of reports. I'd suggest elevating the whole filter engine ...read more
Mmccarthy on February 27, 2020
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
115 upvotes
34 Replies
Participant
May 13, 2022 07:51
This would ineed be very handy. As an example we do a lot of pipeline reporting and we need a deal stage filter
SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
803 upvotes
216 Replies
Member
May 13, 2022 11:15
We still are needing this function, so that we can ensure that our team is following our processes in the correct order.
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