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Emily2
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Member since ‎May 11, 2017
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  • solutions
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  • Replies
    2
  • Upvotes Given
    40
  • Upvotes Received
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  • Ideas
    2

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virginiam on November 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the read more
Reply Idea Contacts & Companies Sales Reporting
542 upvotes
181 Replies
Emily2
Participant
August 03, 2017
This question should be in priority - it doesn't make sense to just abandon the info that is there.
mschnitt on April 05, 2017
Offer integrations with other calling vendors
A lot of companies (like us) already have a VOIP calling system and it doesn't make sense to buy more calling minutes from Sidekick or HubSpot. Give us what we want by offering calling integration with Ring Central and others!
Reply Idea Calling Integrations
35 upvotes
21 Replies
Emily2
Participant
July 19, 2017
RingCentral please!
Court_CDS on May 03, 2017
Adjustable Columns in Contact & Company Views
PLEASE, PLEASE make the column width adjustable like Excel for example. Salesforce has this capability which allows for seeing many more data points on the Contact Record. Currently, I can see about 4-5 columns on a 24" monitor before I have to sc read more
Reply Idea Contacts & Companies
143 upvotes
75 Replies
Emily2
Participant
June 22, 2017
This is so true - currently some columns are so wide having little information and limiting us from seeing what's really important.
Jeffress on April 10, 2017
Deal "Last Activity" show actual last activity
The "last activity date" of a deal should be updated to include any person or company that is associated with the deal. If your business, like ours, is focused on deals that could have a single company and multiple stakeholders, I need a view that s read more
Reply Idea Deals
36 upvotes
8 Replies
Emily2
Participant
June 22, 2017
NEXT activity date within a deal would also be a great idea @Jeffress wrote: The "last activity date" of a deal should be updated to include any...read more
Emily2 on May 16, 2017
Add "Next Actvity Date" to "Deals"
It's great that you can view Next Activity Date with Contacts and Companies. However, we base our sales process on Deals, so it would be great if you could add "Next Activity Date" property available for deals as well. This way it will be easy to read more
Reply Idea Deals
44 upvotes
17 Replies
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1380 upvotes
205 Replies
Emily2
Participant
May 16, 2017
As you can syncronize ownership for contacts and companies, it would be great it we could create custom syncronized properties for all three - conta...read more
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