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veronicagonz
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コミュニティー参加日： ‎7 26, 2019
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Verónica González Morales

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アクティビティ

noah 6月 15日, 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.
返信 アイデア Sales Email Extensions & Add-Ins Snippets & Templates
229 いいね！
93 コメント
veronicagonz
メンバー
7月 20日, 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...続きを読む
Rianne 3月 08日, 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 続きを読む
返信 アイデア Meetings
727 いいね！
403 コメント
veronicagonz
メンバー
7月 23日, 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...続きを読む
VagaeNatus 9月 02日, 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 続きを読む
返信 アイデア Calling Meetings Tasks
392 いいね！
121 コメント
veronicagonz
メンバー
4月 27日, 2021
We need this !!
Rianne 3月 08日, 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 続きを読む
返信 アイデア Meetings
727 いいね！
403 コメント
veronicagonz
メンバー
7月 23日, 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...続きを読む
olimottola 8月 28日, 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 続きを読む
返信 アイデア Deals
9 いいね！
6 コメント
veronicagonz
メンバー
3月 31日, 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...続きを読む
JuliaMongeau 4月 24日, 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 続きを読む
返信 アイデア Deals
89 いいね！
35 コメント
veronicagonz
メンバー
9月 02日, 2020
Agree! We don't use the product feature and it's confusing, we should be able to remove that.
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