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cpsam
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Member since ‎Apr 10, 2019
  • solutions
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  • Replies
    2
  • Upvotes Given
    11
  • Upvotes Received
    11
  • Ideas
    1

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Samantha Cowan

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cpsam on September 25, 2023
It would be wonderful & time saving if the Sales template emails had a section to add a CTA. Right now, I have to go to Marketing > Lead Capture > CTAs > create a CTA. Then I have to take a screen shot after it's made & uplo read more
LI on June 10, 2021
We are using a lot of shared reports, and it would be great to see the edit history or at the very least who last modified the report (just like you can see with other contact property changes etc). Thanks!
17 upvotes
5 Replies
Participant
August 09, 2023
I agree with all that's being stated. I need to be able to see a detailed history of our reports that show when another user edited them & what ...read more
Solved
LBKoch on April 04, 2022
Has difficulty seeing the value of the hole new feature on the contact phone numbers, with "Phone number validation". On any contact persons, direct an mobile phone number. Has anyone found a possible solution, so not all numbers need to be manual read more
13 upvotes
16 Replies
Participant
April 28, 2022
Can this feature be disabled? This is a waste of time; all of my contacts are in the US & I can't just copy & paste the phone #s in my phone...read more
brittanyCP1 on July 22, 2021
Hello, you should be able to search properties in the search field of workflows. If you wanted to set a lead status or lifecycle stage, you should be able to search for that! It's crazy to me that you would have to search for properties, then go to read more
2 upvotes
4 Replies
Participant
July 22, 2021
That would make the workflow process SO much easier. It's not necessary to have to search for properties first-- it's a major waste of time.
NataliaTorres on October 15, 2019
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact read more
189 upvotes
59 Replies
Participant
March 25, 2021
YES. This is SO important & will make our tasks so much easier to handle.
brittanyCP1 on May 07, 2020
Please, for the love of all things statistics and reporting, allow the ability for averages in a report! We are trying to see not only our demos booked and completed for a certain time frame, but the running average of demos booked. That way, we ca read more
53 upvotes
15 Replies
Participant
May 07, 2020
YES, that would be incredible!
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