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jasonsongtrust
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Membro desde ‎abr 13, 2017
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TMF1090 on Março 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts Leia mais
Responder Idéia Sequences
437 avaliações positivas
119 Respostas
jasonsongtrust
Participante
Agosto 11, 2017
Even just the ability to know whether someone is or isnt in a sequence would help in workflows.
bellawu on Abril 06, 2017
Folders to organize Workflows
Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a Leia mais
Responder Idéia Workflows
588 avaliações positivas
109 Respostas
jasonsongtrust
Participante
Agosto 11, 2017
Very much in favor of folders for workflows
WhoOrderedRice on Maio 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone Leia mais
Responder Idéia Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 avaliações positivas
198 Respostas
jasonsongtrust
Participante
Agosto 09, 2017
When you start a sequence, it is going to send the emails at the same time of day. (if you select 1 day, it will send in 24 hours, 2 days 48 hours, e...Leia mais
RobWez on Junho 22, 2017
Turn off Document Email Viewed Notification
I would like to use the Documents attachment via HS but do not want the constant emails coming in telling me someone viewed it etc. There should be an option to turn it off Rob
Responder Idéia Sales Email Extensions & Add-Ins
7 avaliações positivas
2 Respostas
jasonsongtrust
Participante
Julho 10, 2017
Totally agree. You should be able to toggle these notifications. You should also be able to enter people into workflows based off of a document view...Leia mais
kbialy on Janeiro 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an Leia mais
Responder Idéia Sales Documents
288 avaliações positivas
107 Respostas
jasonsongtrust
Participante
Junho 19, 2017
Surprised this doesn't exist. Why else would we gather email information when sharing documents? (You are unable to do this with URL tracking b...Leia mais
samglenn on Setembro 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my Leia mais
Responder Idéia Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 avaliações positivas
167 Respostas
jasonsongtrust
Participante
Abril 20, 2017
yes, could be great for organizing documents.
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