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laure2
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Member since ‎Mar 14, 2022
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laure2 on April 09, 2022
Hi, I have started to use the new beta feature of the possibility to associate a deal to several companies for the following case: - a deal is brought by an agent (company & contact) but the deal is signed with another company, company A read more
0 upvote
1 Reply
RDI1281 on April 25, 2017
Our fields reps have been reporting numerous obstacles and limited functionality when using the iOS mobile app. Examples include: Limited Search Capabilities: Unable to search for contacts based on their "Company Name" property. In general, se read more
76 upvotes
21 Replies
Member
April 08, 2022
Same issue there, we are in 2022, experience on iOS is terrible, how come this feature is still an idea and not a planned evolution?
laure2 on April 01, 2022
Hi, I am having an issue with my App. For my deals: if I am on my desktop I am able to see for each deal (at deal record level) a serie of properties arranged by the sections (sections I previously set up. ) However when I go on the app I don read more
0 upvote
2 Replies
Member
April 04, 2022
Hi Pam, My version is iOS 15.4.1; I've set up the app on android on my personnal phone and it works fine on Android. Two major issues (means people...read more
laure2 on April 01, 2022
Hi, I am having an issue with my App. For my deals: if I am on my desktop I am able to see for each deal (at deal record level) a serie of properties arranged by the sections (sections I previously set up. ) However when I go on the app I don read more
0 upvote
2 Replies
Member
April 04, 2022
Hi Pam, My version is iOS 15.4.1; I've set up the app on android on my personnal phone and it works fine on Android. Two major issues (means people...read more
Solved
laure2 on March 24, 2022
Hi, I am having issues find the right suitable workflow for my sales pipeline; For instance, i have a stage : Formal offer This stage ends by sending a quote (not using quote tool on hubspot). After this stage I have a stage called negoc read more
laure2 on March 14, 2022
Hi, I am looking at organising my data (either through a report or through a deal view) not by deal but by line items; (all my company reports are done at the line item level) My need is to get a table (like a table in views) with: Line ite read more
1 upvote
1 Reply
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