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a11r
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Member since ‎Jan 26, 2024
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Alison Reader

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a11r on April 12, 2024
My team wants to easily find and access the 'Create Deal' form which is buried under CRM>Deals> Create Deal. Ideally, we would be able to add the link or a button to our Dashboards & the form would open in a new window or as a pane read more
DWest15 on January 10, 2024
The campaign calendar is useful, but any emails we create are populated on the date they are published. Why not track when they are sending instead. Our company sends a lot of emails, and seemlessly tracking when each campagin is sending would save read more
5 upvotes
3 Replies
Member
April 02, 2024
Agreed! We use the Campaign calendar to plan our marketing activities for the year. Every marketing email is drafted, associated with a campaign, and...read more
a11r on April 01, 2024
Hi! We use the Campaign calendar to plan our marketing activities for the year. Every marketing email is drafted, associated with a campaign, and assigned a sending date, BUT we don't want to have to 'schedule' the email to go out. Therefore the ema read more
HStepan on March 31, 2023
When creating tags on deals can we filter deal tags based on the Deal stage property.
65 upvotes
27 Replies
Member
April 01, 2024
Voting for this feature to be prioritized! We want our tags to appear on any active deals and NOT on closed lost deals. A simple and logical applicat...read more
bsm007 on January 29, 2020
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
243 upvotes
61 Replies
Member
March 29, 2024
Please prioritize this feature! I'm setting up a workflow to assign the default value to 24 properties. Help us out!
basil on January 22, 2020
It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or wor read more
143 upvotes
41 Replies
Member
March 26, 2024
Is this still in the works? We desperately need the complex formula builder for properties. We are trying to do a simple calculated formula wher...read more
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