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KarenEDW
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Jul 5, 2018
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Karen Waldon

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Activity

JSammon512 on November 22, 2019
UTM Parameters for Google My Business - Lead Source Tracking Fix
Hi All, Hopefully, most of you are familiar with Google My Business. It's becoming even more important for helping businesses rank locally for key terms. In order to get better tracking data in Google Analytics, Google encourages you to read more
Reply Idea Integrations
28 upvotes
6 Replies
KarenEDW
Member | Diamond Partner
May 19, 2022
I am also wondering if anyone has a solution to this. Almost all our gpb leads are showing as PAID even though we are using utm - ?utm_source=goog...read more
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
479 upvotes
139 Replies
KarenEDW
Member | Diamond Partner
December 07, 2021
This would be so helpful! Any updates on this HubSpot?
AlOG on June 17, 2019
Ability to create a list from the Manage Duplicates tool
Currently, it doesn't look like we have the ability to create a list from the Manage Duplicates tool. For example, It will be great if we can create a list to pull out duplicate contacts per contact owner or per team.
Reply Idea Lists
28 upvotes
13 Replies
KarenEDW
Member | Diamond Partner
November 10, 2021
Any updates on this request? Becoming more and more an issue for me.
TomKnowlesD22 on October 17, 2019
Folders for Reporting Dashboards
I want to create folders within dashboards for reporting. Similar to how Hubspot have recently viewed, Standard Dashboards and also team customed dashboards. I want to be able to create my own folders to add in specific dashboards. Such as Sale read more
Reply Idea Account Settings
108 upvotes
25 Replies
KarenEDW
Member | Diamond Partner
November 08, 2021
Yes, yes please please this would be small but so helpful! Thank you!
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
KarenEDW
Member | Diamond Partner
August 20, 2021
Looks like people are doing this through webhooks and users want this functionality. I see requests back to 2017. What do we need to do to raise th...read more
AlOG on June 17, 2019
Ability to create a list from the Manage Duplicates tool
Currently, it doesn't look like we have the ability to create a list from the Manage Duplicates tool. For example, It will be great if we can create a list to pull out duplicate contacts per contact owner or per team.
Reply Idea Lists
28 upvotes
13 Replies
KarenEDW
Member | Diamond Partner
November 10, 2021
Any updates on this request? Becoming more and more an issue for me.
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