CRM

Is there a way to create some kind of a tag for companies, where users are able to add new tags directly from the company record screen? I searched alot and seems like this is not an option. I can either create a custome propert with multiselect, b...

I would like to suggest that you are able to update the marketing status within a contact proofile.

I edit the contact information in, then I set up the company for him, and add a deal and assign it to the sales team. Then i assign contact to the sales team (same person that I assigned the deal to). For some reason, the contact person and ...

Please see ticket #13670309. I'd like to add more sales properties to the columns availablein in the contacts view. However, I'm limited to the ones shown in the attachment. I've been told this isn't possible but we can have it in a report at the m...

There is no provision to add a trigger where an action is taken if any property value changing. We are looking for an action to take place when property value changes, and not what is the property value because everytime the contact will renroll, it...

Hello, I'm having a problem- I have lead suppliers that I want them to see contacts and deals information but not be able to edit. So I went to the premissions and made a restriction, that they can only view the deal and contact which they own. P...

When an email is forwarded, the first person's contact information is automatically updated with the second persons' information because the second contact becomes associated with the original email recipient's tracking cookie.) Currently, the ways...

I'm in the process of manually entering my CRM data. I have several companies who have ONE contact person, the owner, but they have 3 to 5 locations. Any suggestions as to the best way to enter their data?

Is there a way to capture/store multiple settings within a single contact profile filter? For example, we have a custom filter called "Area of Interest" which allows leads to self-select their area of interest when filling out certain forms, but al...