29 results found
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Keep conditions when editing automation trigger
When changing a trigger condition like "when a deal is created" to "when a deal is updated" all the existing conditions are cleared from the screen. It would be preferable to keep them on screen even if you have to redo the is/changes to/was blank, etc. part of the condition.
1 vote -
1 vote
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Add create activity action for activity triggers
I would like to track calls, but if we connect with that customer I would like to mark them as connected. For example if I log a presentation it would log also log a call.
1 vote -
More flash, more pazzaz
You guys should have like explosions and like cool fighting giant trucks. Something to really mix things up! Heavy metal break downs after you input some data, maybe even like an announcer that makes you feel like you da man. Maybe like a cool dancing bear when you launch pipeline and he says, "welcome to pipeline dude, I missed you" and that way you feel better if you're having some depression that day. Also when you finish a deal the screen should go frosty and the announcer says, "you're as cold as ice bromio!" Just a few suggestions, I'll send…
1 vote -
Customizable automated templates
Provide a new Automation that will create templates to automate common processes such as follow-ups and introductions.
Provide a new Automation type that will provide the ability to set-up a fully functioning Deal sequence and cadence Tool.
7 votes -
Automation - Linkedin
It would be helpful if the system field "LinkedIn URL" could be added as a condition/attribute that can trigger an automation. Many system fields are not currently options for conditions.
1 vote -
When marking a task completed, it should automatically show that type of activity being done instead of "calendar task"
If I have a phone call task on my agenda and I mark it as complete, an activity should be created showing a phone call was complete. Right now it creates an activity, but always shows as "calendar task" instead of phone call, text, etc. It causes double the work because we have to manually create the correct activity in order to get credit for it.
1 vote -
1 vote
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test
test
1 vote
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