Settings and activity
13 results found
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22 votes
An error occurred while saving the comment An error occurred while saving the comment Chris Pezl commented
Ability to archive deals via automation. This would reduce the need to access the archive action via list view/bulk action.
An error occurred while saving the comment When setting up performance goals with start & end dates the ability to set reminders at different intervals.
If the goal is underperforming at a certain date during the goal, task/notification
If a certain threshold is met, task/notification -
4 votes
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1 vote
An error occurred while saving the comment A possible solution would be to make type a picklist
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1 vote
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5 votes
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10 votes
An error occurred while saving the comment Add a YTD widget or option in addition to the filtering.
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1 vote
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18 votes
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20 votes
An error occurred while saving the comment Prioritize My Records I Own at Top of Search Results
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4 votes
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3 votes
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1 vote
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16 votes
Add the ability to update SYSTEM fields via the actions. Currently, you are able to create an automation based on system fields but cannot create an action based on system fields. For Example, Looking to change the expected close date on any Open Deal that is 2 weeks past due and move it out to two weeks from the automation trigger date.