It would be helpful if we could configure and/or add to the properties displayed in the Contacts and Company information in the preview (right) sidebar. Maybe the ability to display a handful of additional properties to start.
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of id read more
So in playing with the manual Forecast option in the Forecast beta, we seem to have lost the category of "Most Likely". When a salesperson sets there rating of a Deal in the Forecast screen, they can choose from a list of forecast categories, in read more
How about having the option of choosing the association i.e deal that this call was made in regard to, once the "log a call" page layout appears in the mobile app? There can be multiple deals associated with the same contact and associating the cal read more
At the moment marketing emails DO NOT appear in the Company Record .
Strangely, all sales emails DO appear in the Company Record .
All marketing emails to appear in the company record.
An addit read more