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.

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 Beitrag ansehen

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 Beitrag ansehen