SteveArmitage

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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Stephen Armitage

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SteveArmitage 9月 15日, 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.

返信アイデア Activity Feed

1 いいね！

1 コメント

SteveArmitage 7月 04日, 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 続きを読む

返信アイデア Contacts & Companies

0 いいね！

0 コメント

karstenkoehler 5月 29日, 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 続きを読む

返信アイデア Users & Teams & Permissions

17 いいね！

5 コメント

SteveArmitage

参加者

8月 04日, 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 ...続きを読む

Rianne 3月 08日, 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 続きを読む

返信アイデア Meetings

729 いいね！

404 コメント

SteveArmitage

参加者

12月 17日, 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 1月 25日, 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 続きを読む

返信アイデア Workflows

65 いいね！

44 コメント

SteveArmitage

参加者

5月 18日, 2020

@MeganLegge @jtremblay The titles for IF statements was been a great step forward to help explain the logic in 'marketing english'. Anything els...続きを読む

SteveArmitage 11月 21日, 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 続きを読む

返信アイデア Activity Feed Contacts & Companies Lists Marketing Reporting Workflows

1 いいね！

2 コメント

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