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Solved
AcArnold on December 17, 2024
Working for a larger company, there are multiple locations within the CRM for large companies (it's generally that multiple companies have been created in the CRM sharing the same name). Is there a way to have the city and state displayed when searc read more
1 upvote
1 Reply
Accepted solution
Member
December 17, 2024 12:54
Leadbeam.ai is rolling out a solution next week where you'd be able to see these on map and be able to log the activity from there.
Solved
CReed4 on February 07, 2024
We are looking to use playbooks, mostly the ability to have a checklist, in the mobile application but it doesn't seem that is possible. Anyone else running into this issue? Any work around for providing a strandard checklist to follow and assoc read more
Accepted solution
Top Contributor | Partner
February 07, 2024 14:57
Hi @CReed4 , Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that w...read more
Solved
CReed4 on February 07, 2024
We are looking to log meetings for companies in the mobile application but you can not do this, anyone else have this issue? You can log meetings on the web for companies, and can log meetings for contacts in the mobile app, anyone know why that read more
0 upvote
3 Replies
Accepted solution
Hall of Famer
February 07, 2024 15:43
Hi @CReed4 happy to help with your question about logging meetings to Company records from the app. To confirm, I was able to log a meeting t...read more
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