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
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
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
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
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