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veronicagonz
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Verónica González Morales

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noah en Junio 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Responder Idea Sales Email Extensions & Add-Ins Snippets & Templates
229 Me gusta
93 Respuestas
veronicagonz
Miembro
Julio 20, 2022
We need this too!! We have paid users and also free users. We need to have the ability to select which templates to allow a free user to use, rather...Leer más
Rianne en Marzo 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Leer más
Responder Idea Meetings
727 Me gusta
403 Respuestas
veronicagonz
Miembro
Julio 23, 2021
I gave up and use now MS Bookings, it's great actually. I made spippets for everyone on my team te create their "meeting links" using Ms booking link...Leer más
VagaeNatus en Septiembre 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Leer más
Responder Idea Calling Meetings Tasks
392 Me gusta
121 Respuestas
veronicagonz
Miembro
Abril 27, 2021
We need this !!
Rianne en Marzo 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Leer más
Responder Idea Meetings
727 Me gusta
403 Respuestas
veronicagonz
Miembro
Julio 23, 2021
I gave up and use now MS Bookings, it's great actually. I made spippets for everyone on my team te create their "meeting links" using Ms booking link...Leer más
olimottola en Agosto 28, 2020
Customizing deal properties across teams when creating a deal
Hi, As a user creating deals across different pipelines (for different products) I want to customize what properties I see when I'm creating a deal. Currently our two teams need to share one view when creating the deal which makes things confusing a Leer más
Responder Idea Deals
9 Me gusta
6 Respuestas
veronicagonz
Miembro
Marzo 31, 2021
This is such a basic feature, I can't believe this is not avalialble yet... My team has the same problem. You can set the required properties when ch...Leer más
JuliaMongeau en Abril 24, 2018
Remove add a product option when creating a deal
When a user creates a deal, they see the option to add a product. However, some sales professional users don't use products, or don't want all of their team members adding products to deals. If users have the ability to customize which properties yo Leer más
Responder Idea Deals
89 Me gusta
35 Respuestas
veronicagonz
Miembro
Septiembre 02, 2020
Agree! We don't use the product feature and it's confusing, we should be able to remove that.
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