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bcg
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Member since ‎Aug 13, 2018
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Brian Guidry

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Activity

bcg on February 09, 2024
Sequence Reporting -> Log Non-Email Replies
As a user, I would like to be able to track the reply rate of multi-channel sequences. Sequences can (and should be built) using different channels to engage customers/prospects. Best practice is to use email, phone calls, linkedin m read more
Reply Idea Sequences
0 upvote
0 Reply
bcg on April 17, 2023
Filter Tasks By Title
As a user, I would like to be able to create a task list that is filtered by the task ‘TITLE.’ Currently, we can filter tasks using the ‘Search task title’ bar but we’re unable to save filtered tasks lists based on the task title.
Reply Idea Tasks
23 upvotes
21 Replies
bcg on December 29, 2022
Show FULL MESSAGE in Sequence Builder
In the sequence builder, users are only shown the intro of the email message to be sent. As a user, I would like to be able to expand the email preview to see the FULL MESSAGE copy without having to click ‘Edit Email’ Thanks!
Reply Idea Sequences
0 upvote
0 Reply
bcg on April 29, 2022
[Forecast Tool] View All Deals With or Without Close Date
As a user, I would like to see all deals in the forecast view regardless whether or not they have a Close Date. Deals currently don’t show up in the forecast view if they don’t have a close date. Why? We used to automatically read more
Reply Idea Sales Reporting
1 upvote
1 Reply
bcg
Participant
April 09, 2022
Reply to Sales Forecast - Show The 'Next Activity Title'
We're getting closer...! 😉 We can now see 'Upcoming Tasks' and 'Last Activity Type' on Deal Cards 🙌🏻 Can you please make this ava...read more
bcg on July 12, 2021
Deal Stage Forecast Drill-down
Hi team! In the Forecast tool, we're able to drill-down and see specific deals associated with each team or rep (Fantastic!) That said, as a sales manager, I would also like to be able to drill-down and see all deals in a specific deal stage read more
Reply Idea Sales Reporting
0 upvote
0 Reply
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