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Jwarner
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Member since ‎Feb 1, 2019
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Jenna Warner

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Activity

NGosz on June 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
121 upvotes
29 Replies
Jwarner
Member
July 19, 2022
Salesforce is beating Hubspot on this one! (YUCK!) Please, Please, Please, move this one up! Trying to train our sales team from salesforce and this ...read more
KyleHede on April 28, 2020
Workflow Reporting
It would be nice to be able to report on a Workflow. To be able to show number of contacts who have enrolled, completed, etc on the workflow in a dashboard. I imagine being able to select what workflows we want to see stats on, and which metrics we read more
Reply Idea Marketing Reporting Workflows
44 upvotes
14 Replies
Jwarner
Member
October 21, 2021
THIS FEATURE IS A MUST!!!! This is incredibly necessary to run an efficient team and see the success or areas of improvement!! I have an SLA ale...read more
lleemis on April 09, 2019
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Reply Idea Sales Reporting Tasks
211 upvotes
67 Replies
Jwarner
Member
May 07, 2021
Would love to see this filter added so sales managers can easily see how many tasks are overdue! Absolutely essential for managing our pipeline and c...read more
Jwarner on October 30, 2020
Enroll Sales Sequences in tasks AND emails
Not all items in a sequence are emails and it is super frustrating that I can only to go to emails to enroll a contact in the sequence. The way we use it, I get a task when a contact hits an MQL level score. I do some research on the contact activit read more
Reply Idea Salesforce Connector
0 upvote
0 Reply
Jwarner on October 30, 2020
Save Sales Email as a Template while in contact record
Add the ability to edit or save the sales email templates while working in the contact record and sending an email. Currently, I have to copy the email I am writing to a contact then go to sales templates, paste and then save that as a template. Wou read more
Reply Idea Snippets & Templates
5 upvotes
4 Replies
aadame on November 21, 2017
filter contacts by sequence enrollment
filters/sequences Is there a way I can look up contacts that I own that are on a particular sequence? or can I filter sequences to show only contacts that i own? I would like to know where my contact are in a particular sequence or be able to so read more
Reply Idea Contacts & Companies Sequences
192 upvotes
54 Replies
Jwarner
Member
August 05, 2020
Would love to be able to set a workflow for contacts in a BDR sequence, w/o a demo set, after x amount of days for escalations and tracking!
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