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TomLz
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Member since ‎Nov 22, 2021
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Tom Lambot

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ClemOaky on January 02, 2020
Parent Child Relationship for Deals
In the industry we work in (hotels), you may have a Parent (the Hotel Chain) and a lot of children (the individual hotels). We need to have a Parent / Child relationship on a deal level, where the Parent Deal is the sum of all individual Children d read more
Reply Idea Deals
138 upvotes
39 Replies
TomLz
Participant
July 06, 2022
Same need here where we are dealing with giant corporation with very intricate deals. Honestly consdering changing CRM provider because of it, it is ...read more
charliepinker on September 26, 2018
Link to individual activities in timeline
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra read more
Reply Idea Contacts & Companies
53 upvotes
32 Replies
TomLz
Participant
January 20, 2022
It's 2022 and we still want this. I'd love to be able to share link to a specific meeting log without telling someone to scroll down and get to a spe...read more
Solved
TomLz on November 22, 2021
New product - how to create list of potential client?
Hello, I have a new product coming out and would like to create a list or group of future prospect clients that I can easily track and act upon. I have already ongoing relation / deals with some of them for my first product, but would like to ha read more
Reply Discussion best practices How-To Sales
0 upvote
6 Replies
TomLz
Participant
November 24, 2021
Thanks!
Solved
TomLz on November 22, 2021
New product - how to create list of potential client?
Hello, I have a new product coming out and would like to create a list or group of future prospect clients that I can easily track and act upon. I have already ongoing relation / deals with some of them for my first product, but would like to ha read more
Reply Discussion best practices How-To Sales
0 upvote
6 Replies
TomLz
Participant
November 24, 2021
Thanks!
Solved
TomLz on November 22, 2021
New product - how to create list of potential client?
Hello, I have a new product coming out and would like to create a list or group of future prospect clients that I can easily track and act upon. I have already ongoing relation / deals with some of them for my first product, but would like to ha read more
Reply Discussion best practices How-To Sales
0 upvote
6 Replies
TomLz
Participant
November 24, 2021
Thanks!
Solved
TomLz on November 22, 2021
New product - how to create list of potential client?
Hello, I have a new product coming out and would like to create a list or group of future prospect clients that I can easily track and act upon. I have already ongoing relation / deals with some of them for my first product, but would like to ha read more
Reply Discussion best practices How-To Sales
0 upvote
6 Replies
TomLz
Participant
November 24, 2021
Thanks!
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