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Capture multiple paper cards at once do AI enrichment in the background
After a day at a conference you may have many cards to load allow you to capture multiple cards quick with photos and do the AI enrichment in the background.
1
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planned
2
Parent Child Campaign (within CRM integration
Request is around Parent Child Campaigns in SFDD. For example, if they are in a campaigin in Popl, but one of the qualifying questions is "Saw a demo, yes or no" and is marked as yes, can we put that lead into a different campaign within SFDC
1
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planned
2
Filter leads by custom fields that were added when uploading leads via CSV
1
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planned
2
Send Follow Up Emails from lead owner email, rather than Popl email
1
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planned
10
Indicate in Popl when a lead already exists in Salesforce and therefore did not create/update a Salesforce lead
1
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planned
5
Dynamic lead automations based on lead qualifiers and tags
1
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planned
5
Additional data export options from the dashboard (Example: Team Settings export but filtered by subteam)
1
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planned
2
Select a specific follow up email (with attachment) to send to a lead after connecting with them
2
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planned
7
Ability to apply Templates to a Campaign
Apply templates to a campaign, so that anyone assigned to the Campaign will have that digital-card template assigned during the duration of that Campaign
1
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planned
4
Consistent formatting of lead fields across views
Field types should match formats across views (e.g., Country is a dropdown picker on the form, but free text in the "Edit Lead" view)
1
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planned
4
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