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ColinC
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コミュニティー参加日： ‎6 7, 2019
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Colin Caveney

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アクティビティ

mikeyang10 2月 25日, 2019
Set Default Timezones in Meeting Scheduler App
My team has come across an issue when using the meeting scheduling app for tradeshows. We want to create a calendar where users can book a meeting with us at a tradeshow. The problem that we've come across is that when the user opens up the meeting 続きを読む
返信 アイデア Meetings
50 いいね！
20 コメント
ColinC
参加者
5月 18日, 2023
Yes, still no response!! Nearly 4 years later and still a real pain. Can people suggest some good alternative systems?
mariejansen 9月 21日, 2020
Bulk Enroll More Than 50 Contacts in Sequences
I would like to ability to bulk enroll all 1,000 contacts in a sequence at once (or at least more than 50).
返信 アイデア Sequences
80 いいね！
19 コメント
ColinC
参加者
4月 06日, 2023
I'd like to add my support to this request too. We often will want to communicate with a large number of users with the follow up capabilities of...続きを読む
ColinC 3月 23日, 2023
Bug? Deal totals updated from a Quote do not respect discounts
Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i 続きを読む
返信 ディスカッション Deals
0 いいね！
1 コメント
romi 4月 23日, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in 続きを読む
返信 アイデア Products & Quotes
37 いいね！
14 コメント
ColinC
参加者
1月 22日, 2021
We're just starting to use more quotes and I was searching my spam email etc to see why people were having to message me to remind about requiring a ...続きを読む
jmoss 11月 12日, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
返信 アイデア Products & Quotes
256 いいね！
92 コメント
ColinC
参加者
11月 26日, 2020
This is something we were also hoping was available. Here was our proposed use case: 1. Prospect enters their details on a HS landing page 2. W...続きを読む
nc_3manfactory 11月 27日, 2019
Add rich media like images to snippets
The snippets feature for quickly adding often used phrases and short-form copy within emails would really benefit from supporting rich media like images. This would mean regularly used screenshots, diagrams, or graphics could be added with accompany 続きを読む
返信 アイデア Snippets & Templates
134 いいね！
48 コメント
ColinC
参加者
5月 06日, 2020
I'll add my support to this idea - the majority of snippets we want to generate for sales/marketing would want to include an image.
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