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cmalanga
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Member since ‎May 30, 2019
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Christina Malanga

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everest8878 on May 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
Reply Idea Sales Reporting Workflows
147 upvotes
32 Replies
cmalanga
Member
April 22, 2020
Thanks, Jesse! The easiest way to describe what we need would just be a csv export of the History page on workflows (one row per event per contac...read more
Yunhui on June 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
Reply Idea Contacts & Companies
474 upvotes
167 Replies
cmalanga
Member
February 25, 2020
Echoing comments above! Additionally, the ability to do this via fil upload would be very helpful. For example, you'd have contact ID, email addres...read more
everest8878 on May 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
Reply Idea Sales Reporting Workflows
147 upvotes
32 Replies
cmalanga
Member
April 22, 2020
Thanks, Jesse! The easiest way to describe what we need would just be a csv export of the History page on workflows (one row per event per contac...read more
TommiEnenkel on September 19, 2017
Preventing contacts from reenrolling in workflows after a merge
Right now, merging a secondary contact into a primary contact might reenroll the primary contact in workflows that have already been completed for the secondary contact. This does not make sense for workflows that are configured to enroll contact read more
Reply Idea Contacts & Companies Workflows
64 upvotes
28 Replies
cmalanga
Member
January 13, 2020
Echoing comments above! We have a business case where we work with employees of partner companies. We initially invite them to sign up for our progr...read more
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