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GSnow7
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Member since ‎Jan 17, 2024
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  • Upvotes Given
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Activity

S_Kundu on December 29, 2022
Hey team, Notifications are a great way to enable Sales to take quick actions. Right now the MS Teams notification through a workflow only goes to a certain channel and not an individual owner. The other limitation would be not being able to selec read more
9 upvotes
5 Replies
Participant
March 26, 2024
I agree with these comments. I have a channel that is accessible to just a particular sales team, and I want to send notifications to this channel fr...read more
TBugh on March 29, 2023
We want to use "Tasks" more intensively for all sales activities. We cannot create a user-defined custom Property to build custom columns for our Sales Reps. It would be great to enable this functionality.
37 upvotes
11 Replies
Participant
February 29, 2024
yes please
Solved
BMcCarty on October 25, 2022
Hello, I am trying to figure out the best way to handle leads disqualified by our sales teams. Currently when a lead is in lifecycle stage of "Marketing Qualified Lead" it creates a lead in our CRM for our sales team. They can then either q read more
1 upvote
6 Replies
Participant
February 29, 2024
Not directly about theis question, but related. When the dialogue box pops up for disqualified leads it has create a task checked by default. Whe...read more
Solved
KMoser317 on September 20, 2023
Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T read more
0 upvote
2 Replies
Participant
February 02, 2024
@karstenkoehler You didn't really answer the question. You showed him how to set the report up, but not specifically how to report on the length of...read more
Solved
JamesDuffell on January 06, 2022
Is there any way of displaying different properties when creating a ticket based on the pipeline? At present, if I'm within a pipeline and select the 'Create ticket' option the form displayed shows me fields that I'm able to customise, however read more
18 upvotes
16 Replies
Participant
January 19, 2024
Hi. where can I find this feature? Yes, we're part of Beta, but give it's a year ago, I'm guessing it's live by now???
natalia_loewen on October 11, 2023
Currently, it is not possible to manually delete messages that are sent to Slack/Slack channels via workflows. It would be extremely helpful if we could manually delete these messages in Slack (GDPR, incorrect data). For example, by clicking on "mes read more
Participant
January 19, 2024
Yes please. It's very strange that we can't click the 3 dots, edit and delete messages. Please enable ASAP to reduce channel overload.
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