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vmcgee
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎Apr 24, 2017
Message
  • solutions
    0
  • Replies
    9
  • Upvotes Given
    83
  • Upvotes Received
    56
  • Ideas
    1

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Vickie McGee

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Activity

twinloger on April 12, 2021
line items - use in workflows
Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. read more
Reply Discussion CRM Deals How-To Sales Workflows
29 upvotes
16 Replies
vmcgee
Contributor | Diamond Partner
September 15, 2022
I was able to set a deal property "Provider Seats" based on the quantity of line items using a workflow. If quqntity is known enrollement, and then a...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
567 upvotes
164 Replies
vmcgee
Contributor | Diamond Partner
July 23, 2021
Needed, so following to be kept up to date on when this feature might be released.
isabelgendron on May 02, 2017
Track Email Client Types
Mailchimp has a feature that gives you stats of the top email clients your contacts are reading your emails in. This is very helpful for formatting and prioritizing optimization for different email clients; for example, Outlook is a nightmare for CS read more
Reply Idea Marketing Emails Marketing Reporting
121 upvotes
53 Replies
vmcgee
Contributor | Diamond Partner
July 13, 2021
Could really use this! Client is looking at alternative email clients... HubSpot tech support said 50% of the emails will end up in the promotions fo...read more
Charmaine on September 09, 2019
Add "Time" field type for custom property
It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme read more
Reply Idea Account Settings Contacts & Companies Deals Sales Reporting Workflows
175 upvotes
67 Replies
vmcgee
Contributor | Diamond Partner
April 15, 2021
Need this for meeting time reminders!
James22 on September 21, 2020
Allow date specific sending for multiple emails in a workflow.
Currently, there is the ability to create a workflow centered on an end date. However, there isn't the ability to set specific dates for multiple emails within a workflow. If I am creating a workflow that is due to nurture contacts for a number of read more
Reply Idea Workflows
17 upvotes
5 Replies
vmcgee
Contributor | Diamond Partner
April 15, 2021
I'm also looking for a way to send an email 7 days, 3 days and 1 day before a custom contact date field.
AEL on March 31, 2017
Workflows with a repeating action
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta read more
Reply Idea Workflows
76 upvotes
32 Replies
vmcgee
Contributor | Diamond Partner
April 07, 2021
@jtremblay Any update on this? Would love to have it to send weekly text messages while the students are in training. It would be for live Facebook...read more
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