Submit your Product Ideas to the Click Product Management Team below.
These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.
Thank you for taking the time to submit your thoughts!
Ensuring that our products address the needs of our customers is important to Click. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.
Information about the Product Ideas portal can be found in this support article.
To submit ideas related to Click Intelligent Dashboards please go to this link.
This would be a beneficial way to send customers an update on how their opportunity is progressing if it reaches a certain stage etc.
Also if we need to share an opportunity with another business once it's reached a certain criteria that would be very helpful to have the opportunity title listed.
You can do this using freemarket text...it is difficult though. On a contact the first name would look like:
${Recipient.contact.firstname[0]!""}
If you want to add a field from an opportunity record you just change the "contact" section:
${Recipient.opportunity.add_your_opportunity_field_name_here[0]!""}
So far it is working.
This is something that we absolutely need!
We need this desperately!