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KDO
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Member since ‎May 5, 2020
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Kevin Do

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Hawk-Steve on February 05, 2019
Company fields in forms
My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs. What I find strange is that we can only read more
Reply Idea Contacts & Companies Forms
277 upvotes
110 Replies
KDO
Member
August 17, 2020
@JoeMayall When there is a BETA for this, if there is one, can I be placed on the list as well. Thanks!
KDO on July 08, 2020
Custom Edits of Filters for Contact, Company and Deals
Who : Any and all roles associated in every industry What : Each business will have different filters that are Sr. and within each business, each department will have Sr. filters that apply. Allowing the function to change the "Popular" filters read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets)
0 upvote
0 Reply
bfelker on February 21, 2018
Make Call Outcome required
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
Reply Idea Calling Contacts & Companies
223 upvotes
102 Replies
KDO
Member
June 04, 2020
Hi - This is an effective feature to help keep people accountable and generate data on how to improve our client success and sales teams,
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