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sarahw
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Mitglied seit ‎Jul 9, 2019
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glencornell on April 11, 2019
Drill-downs for Sequences Open/Click Reporting
There's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequence but it does not allow users to take action from Beitrag ansehen
Antworten Idee Sales Reporting Sequences
410 Likes
151 Antworten
sarahw
Mitwirkender/Mitwirkende
Januar 27, 2021
@TinaSimpson in order to see Open/Click Rate, you have to open the individual sequence. That data is listed for each automated email:
mwelch on September 22, 2020
Announcing Custom Objects and the Custom Object API
Today we’re thrilled to announce that custom objects are live and available for all Enterprise accounts. You can now create objects that are specifically tailored to your use case. For example, create a real estate Listing object and associate m Beitrag ansehen
Antworten Diskussion Announcements
6 Likes
17 Antworten
sarahw
Mitwirkender/Mitwirkende
September 22, 2020
Amazing news!! Will this also include the products object?
mwelch on September 22, 2020
Announcing Custom Objects and the Custom Object API
Today we’re thrilled to announce that custom objects are live and available for all Enterprise accounts. You can now create objects that are specifically tailored to your use case. For example, create a real estate Listing object and associate m Beitrag ansehen
Antworten Diskussion Announcements
6 Likes
17 Antworten
sarahw
Mitwirkender/Mitwirkende
September 22, 2020
Amazing news!! Will this also include the products object?
sarahw on September 18, 2020
Ability to Expand Playbook View
Currently when a Playbook is selected, it pops up on half the middle screen. Some of our playbooks have multiple questions so our agents are scrolling to get to each question. It would be nice to have the option to expand the view either by dragging Beitrag ansehen
Antworten Idee Playbooks
16 Likes
5 Antworten
peterq on April 09, 2020
Customize view access for playbooks
I have different playbooks for our service team and our sales team. When a sales or service user goes into a record that has the playbook field, they see both sales and service playbooks even though they only need playbooks for their respective team Beitrag ansehen
Antworten Idee Account Settings
9 Likes
4 Antworten
sarahw
Mitwirkender/Mitwirkende
September 18, 2020
This would be extremely beneficial for us since we have playbooks based on Teams or Verticals.
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Beitrag ansehen
Antworten Idee Deals
1386 Likes
447 Antworten
sarahw
Mitwirkender/Mitwirkende
September 10, 2020
The Status Changed to Pending back in March, are there any other updates? An ETA would be amazing as I have my entire Marketing & Sales Team aski...Beitrag ansehen
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