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KRyan20
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Member since ‎May 15, 2024
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Kerry Ryan

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MMatos2 on October 19, 2023
Pipeline Automation for Custom Object Pipeline
Would be great to be able to have the standard pipeline automation functionality on standard objects pipeline. Example: I created a Partner custom object but I cannot create any automations for the pipeline stages as this functionality currently doe read more
Reply Idea Custom Objects
12 upvotes
4 Replies
KRyan20
Member
July 18, 2024
Automation options should exist for custom pipelines. Without that functionality custom objects must be moved manually between pipeline stages which ...read more
childsmd on August 24, 2018
Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
Reply Idea Contacts & Companies
143 upvotes
47 Replies
KRyan20
Member
May 15, 2024
Auto assignment of contacts is a very frustrating feature as it cannot be turned off and is a source of frustration and confusion within our organiza...read more
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