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JPowell1
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Mitglied seit ‎Jun 28, 2018
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Jack Powell

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hroberts on Juli 23, 2019
Meeting reminder emails for meetings booked through the CRM
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 Beitrag ansehen
Antworten Idee Meetings
154 Likes
62 Antworten
JPowell1
Teilnehmer/-in
Juli 29, 2020
Another instance where relative date filters not being consistently applied to different fields causes issues. Need to be able to create workflows ba...Beitrag ansehen
JaclynSchmitz on Januar 28, 2020
Ability to A/B Test with Sequences
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.
Antworten Idee Sequences
362 Likes
125 Antworten
JPowell1
Teilnehmer/-in
Juli 24, 2020
I agree this feature is needed. Potential work around for this could be to set up 2 sequences and split enrollment equally, then monitor performance ...Beitrag ansehen
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
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 Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
JPowell1
Teilnehmer/-in
Juli 15, 2020
Another instance where this would be helpful is with Deals. You can have multiple pipelines, but the properties users must populate when creating...Beitrag ansehen
C-Note on Dezember 12, 2018
OR Filters for Reports
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 Beitrag ansehen
Antworten Idee Contacts & Companies
287 Likes
130 Antworten
JPowell1
Teilnehmer/-in
Juni 16, 2020
This limitation causes issues on a regular basis when reporting.
Mmccarthy on Februar 27, 2020
Filter Dashboards by ANY field
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.
Antworten Idee Sales Reporting
210 Likes
58 Antworten
JPowell1
Teilnehmer/-in
Juni 16, 2020
+1 We'd like to be able to filter dashboards using custom properties.
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
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 Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
JPowell1
Teilnehmer/-in
Juli 15, 2020
Another instance where this would be helpful is with Deals. You can have multiple pipelines, but the properties users must populate when creating...Beitrag ansehen
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