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michaelkay160
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Member since ‎Nov 8, 2017
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Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 upvotes
91 Replies
michaelkay160
Member
March 05, 2018
Agreed. This make it impossible to segment properly and fills our contacts with emails that shouldn't be contacts.
ianhill on May 04, 2017
Deal Criteria Checklist
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more
Reply Idea Deals
127 upvotes
41 Replies
michaelkay160
Member
November 08, 2017
We're in the constuctions industry and can use a checklist in deals during our bidding process so our entire team can see what has been done in prepa...read more
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