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jrwthetreegroup
Participant | Partner
Participant | Partner
Member since ‎Nov 17, 2016
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  • solutions
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  • Replies
    2
  • Upvotes Given
    11
  • Upvotes Received
    290
  • Ideas
    1

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jrwthetreegroup
Participant | Partner
March 26, 2019
Reply to CRM Deal Import - automatically associate products
I agree
jrwthetreegroup
Participant | Partner
January 22, 2019
Reply to Google My Business posting
Yes please to this feature, especially as Google+ is stopping.
jrwthetreegroup
Participant | Partner
December 10, 2018
Reply to Set contact owner with hidden field on form?
Yes please. It's a property in the portal and seems strange why we can't add it in the Forms tool as a simple way to assign leads.
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
274 upvotes
98 Replies
jrwthetreegroup
Participant | Partner
November 21, 2018
Reply to Switch to bot when no agents available or outside office hours
Yes please. If somebody is 'available' it would be good to have the option to automatically turn off the Bot then when nobody is available for the Bo...read more
jrwthetreegroup
Participant | Partner
September 27, 2018
Reply to Add and Remove Modules in Email Builder
100% need this. I use plain text marketing emails as part of lead nurturing and I want to send emails that appear to come from different team members...read more
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