User Profile

Scoring of "field does (not) contain data"


Would be great if you could add a scoring expression that says that a lead should be scored because a field is / is not empty. Example: score the field last name if there is any data in it

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Needs Votes

Show Lead Scoring Details at Lead


We want to see the details of the score, not only the overall score. I.e. someone got scoring points because he has clicked 5 emails, submitted 1 form and his position is CEO. At the moment you have to compare the scoring model with the fields and actions of the lead but it would be easier if ...

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1 Comments

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1 Comments

Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Planned

Allow us to ask for segment members in the advanced find


We want to ask for segment members in the advanced find to combine segment criteria and advanced find criteria (which are much more than segment criteria) and to build views and dashboards based on it. (There is a bug that shows the "segment member" entity in the advanced find but it doesn't w...

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3 Comments

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3 Comments

Category: Segmentation (144)

STATUS DETAILS
Needs Votes

Show hint when someone opens an email that is already opened by another user


We need a hint when someone opens an email that is already opened by another user to avoid that both work on the same email but not both changes will be saved.

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1 Comments

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1 Comments

Category: Email (350)

STATUS DETAILS
Needs Votes

Change Owner of Streaming (Teams) Events


If you change the owner of a streamed event, i.e. Teams, a new meeting link is created and internal and as a result external participants are in different meeting rooms. So you have to create an event without streaming option at first, than change the owner at...

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Category: Event Planning and Management (210)

STATUS DETAILS
Needs Votes