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alamb45
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Member since ‎Nov 30, 2023
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Ashleigh Lamb

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LucasM on February 01, 2022
Schedule a series of meetings
We are looking to be able to schedule a series of meetings with our clients and have all of the meetings show up on the calendar and connected to the associated records. Current Challenge You are unable to schedule a recurring meeting f read more
Reply Idea Meetings Sales Email Extensions & Add-Ins
127 upvotes
35 Replies
alamb45
Member
October 07, 2024
Another up vote - this would be so helpful!!
GRajput on July 07, 2023
Can't report on custom properties of Campaigns Object
we should be able to report upon custom properties of campaigns other than just influence and attribution thing. We have a custom object "Tag" on Campaigns Object but not able to report/pivot upon it.
Reply Idea Campaign
5 upvotes
3 Replies
alamb45
Member
April 26, 2024
Agreed! Reporting on custom properties of Campaigns would be very helpful for our business.
RebeccaAM on March 06, 2023
More robust task filters
It would be really cool if we had more options for filtering tasks by their associated objects. This is the piece that is most lacking for our company. Use case scenario 1: We work with several partners. There is constant communication between read more
Reply Idea Tasks
22 upvotes
9 Replies
alamb45
Member
February 19, 2024
More robust task filtering is a must. I work in Revenue Operations within my company, and our team does a lot of auditing, as well as working through...read more
jeszhang on December 17, 2021
Create "All Closed Lost" filter for Deals
Hi community and product team! 👋🏼 Use case - To view all deals in "Closed won" or "Closed deal" stages, Currently, we can see that there is an available option for " All closed won " when filtering for Deals, as shown here: It would b read more
Reply Idea Deals
20 upvotes
7 Replies
alamb45
Member
January 22, 2024
Our revenue operations team does a lot of auditing and reporting. Having an "All Closed Lost" filter feature would be super useful for those purposes...read more
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