Allow Customer Journeys to stop when someone *REPLIES* email


When setting up a customer journey, you have the ability for the emails to stop running, by setting up a trigger after the email if the person clicks on link, opens, or bounces, but there is no option for you to stop the journey when the REPLY or RESPOND. Our sales & marketing team use customer ...

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Category: Setup and Administration (195)

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Put shortcut in on Outlook webapp for "Set Regarding" to Lead, versus only Contact


Right now our Business requirement for Sales is that they have to track the email or appointment to the LEAD record, if the person isn't an opportunity yet. So when a user goes to push an email or appointment into Dynamics, they have to click on that outlook webapp, and then search for the Lead'...

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Category: Email Management and Outlook Integration (251)

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Show view description when hovering over view name


We are looking for VIEWS to show the description of the view when you hover over the name. Not many people are familiar with how to use advanced find/editing views, so they don't know how to access what the view definition is. Because it's not intuitive to find the description, people don't und...

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Category: Reporting and Dashboards (58)

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Needs Votes