Contributor | Diamond Partner
Member since ‎Apr 24, 2017
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Vickie McGee

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twinloger on April 12, 2021
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
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 more
lalexander on November 14, 2018
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
164 Replies
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
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
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 more
Charmaine on September 09, 2019
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
Contributor | Diamond Partner
April 15, 2021
Need this for meeting time reminders!
James22 on September 21, 2020
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
5 Replies
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
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
32 Replies
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 more
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