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Jwarner
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Member since ‎Feb 1, 2019
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Jenna Warner

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Jwarner
Member
July 19, 2022
Reply to Associate a form submissions with the associated company record
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
Jwarner
Member
October 21, 2021
Reply to Workflow Reporting
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
Jwarner
Member
May 07, 2021
Reply to Overdue Tasks --- Adding Filter "By Due Date"
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
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
Jwarner
Member
August 05, 2020
Reply to filter contacts by sequence enrollment
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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