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cpsam
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Miembro desde ‎abr 10, 2019
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cpsam en Septiembre 25, 2023
Adding CTAs to Sales Emails
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 Leer más
Responder Idea Connected Email CTAs Snippets & Templates
14 Me gusta
6 Respuestas
LI en Junio 10, 2021
View report history
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!
Responder Idea Dashboards & Reports
18 Me gusta
5 Respuestas
cpsam
Participante
Agosto 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 ...Leer más
Resuelta
LBKoch en Abril 04, 2022
Validation on phone numbers
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 Leer más
Responder Conversación Professional Starter
15 Me gusta
18 Respuestas
cpsam
Participante
Abril 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...Leer más
brittanyCP1 en Julio 22, 2021
Better Search Options In Workflows
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 Leer más
Responder Idea Workflows
2 Me gusta
4 Respuestas
cpsam
Participante
Julio 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 en Octubre 15, 2019
Better Tasks Filters
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 Leer más
Responder Idea Tasks
210 Me gusta
64 Respuestas
cpsam
Participante
Marzo 25, 2021
YES. This is SO important & will make our tasks so much easier to handle.
brittanyCP1 en May 07, 2020
Averages In Reporting
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 Leer más
Responder Idea Sales Reporting
54 Me gusta
15 Respuestas
cpsam
Participante
May 07, 2020
YES, that would be incredible!
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