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GKorff
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Member | Gold Partner
Member since ‎Feb 8, 2022
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Guido Korff

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smulhollen on January 05, 2021
Import Goals
We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.
Reply Idea Users & Teams & Permissions
41 upvotes
14 Replies
GKorff
Member | Gold Partner
May 02, 2022
I agree with the other community members. The goal feature was gratefully adopted by our client and he asked immediately: Can I import the data for a...read more
GKorff on February 08, 2022
Allow a joint e-mail for teams at the customer side
In customer organisations not all contact person have an individual e-mail address. They share a generic mail address for the team like "purchasing@company-x". If you want to reach a particular person you have to specify the name in the mail headlin read more
Reply Idea Sales Email Extensions & Add-Ins
0 upvote
0 Reply
GKorff on February 08, 2022
Cover e-mails for non-responsible viewers
A client (actually more than one) wants to leave all contacts and deals visible for all team members in order to make it easier to grab a deal in case the "responsible person" gets ill or is on holiday. However, They wish to hide the mail messages read more
Reply Idea Account Settings Sales Email Extensions & Add-Ins
0 upvote
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