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SteveArmitage
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Mitglied seit ‎Jul 23, 2018
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Stephen Armitage

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Aktivität

SteveArmitage on September 15, 2022
Enable LinkedIn and WhatsApp activity types in Salesforce Integration
The new WhatsApp and LinkedIn activity types look great, but we need to be able to map them to Salesforce Tasks through the Salesforce integration.
Antworten Idee Activity Feed
0 Likes
0 Antwort
SteveArmitage on Juli 04, 2022
Allow a match in the 'create' tab when associating a contact with an account
When you enter a company name or domain to associate a contact with an account, it shows matches. I have 2 suggestions: 1. In the create tab, if it finds a match, allow me to select and say 'use this account'. Currently, I have to go to the exis Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
0 Antwort
karstenkoehler on Mai 29, 2021
Strict view only permissions for users (restrict access to all tools)
Hello product team, Currently it's not possible to create an actual "look but don't touch" account for users who should have view only access. The documentation makes it sound like that's possible but users without sales access, for ex Beitrag ansehen
Antworten Idee Users & Teams & Permissions
15 Likes
5 Antworten
SteveArmitage
Teilnehmer/-in
August 04, 2021
I have a slight variation on this: I want our users to be able to view and edit existing records, but not create new ones. Our specific issue is ...Beitrag ansehen
Rianne on März 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Beitrag ansehen
Antworten Idee Meetings
727 Likes
403 Antworten
SteveArmitage
Teilnehmer/-in
Dezember 17, 2020
I would love to be a Beta tester. I was planning on using meeting scheduler, but find I cannot as there is no Teams meeting integration.
ndwilliams3 on Januar 25, 2017
Workflow Step Notes
Workflows can be complex and it would be great it you could add notes to a step to explain what it's doing for other members on the team. In programming, you leave comments in the code to help explain a function, why not have something similar in Beitrag ansehen
Antworten Idee Workflows
65 Likes
44 Antworten
SteveArmitage
Teilnehmer/-in
Mai 18, 2020
@MeganLegge @jtremblay The titles for IF statements was been a great step forward to help explain the logic in 'marketing english'. Anything els...Beitrag ansehen
SteveArmitage on November 21, 2019
Add a videos to show in activity timeline, filters and reports
I want videos (and possibly all file types) to act like CTA's, Forms & Page views 1. Contact timeline activity I want our team to see that a contact has viewed a video & %viewed they viewed in the contact activity timeline, similar to C Beitrag ansehen
Antworten Idee Activity Feed Contacts & Companies Lists Marketing Reporting Workflows
1 Likes
2 Antworten
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