Member since ‎Aug 20, 2019
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mrprice on August 24, 2020
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.
6 Replies
May 19, 2021
Agreed, yes, we need to be able to customize the preview area.
kbjornaas on September 20, 2019
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
29 Replies
August 04, 2022
+1 Please prioritize this feature as I agree it hurts adoption. We need a way to block certain meetings from creating a CRM record - say from more
BLP422 on October 30, 2020
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
0 upvote
4 Replies
November 26, 2020
No, nothing.
tonyriyash on July 23, 2019
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
17 Replies
June 30, 2022
@degreesight_dc Thanks so much for the explanation. I figured it was a little more involved. Based on what you said, it sounds like 'little' is more
Neil on March 30, 2017
At the moment marketing emails DO NOT appear in the Company Record . Strangely, all sales emails DO appear in the Company Record . SUGGESTION: All marketing emails to appear in the company record. An addit read more
August 01, 2022
Wondering why this still hasn't been implemented. Would love to see this.
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