It would be amazing to have task-based workflows!
We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
I'd like to be able to control which properties appear on the "card view" in the
Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts
I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
We should be able to set the CRM Deal Stage property in workflows, so we can send Inline EDM follow ups on mass to sales prospects in the deal funnel. This will then automatically jump the prospect to a new deal stage in the CRM. I get that there read more