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MathiouServices
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Member since ‎Sep 3, 2019
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noah on June 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.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
229 upvotes
93 Replies
MathiouServices
Member
February 24, 2020
Any workarounds for this? We have 5 on sales pro but I still want my admin team to use 5 templates I choose
MethodCall on May 23, 2017
Real-World Relationships Between Companies, Contacts, and Locations
Core Premise In a theoretically ideal/perfect CRM, the data that the CRM contains would be a perfect mirror of the relationships/events that exist/take place in the real world. That is to say, the CRM's data/structure would be abstracted from the read more
Reply Idea Contacts & Companies
145 upvotes
60 Replies
MathiouServices
Member
November 27, 2019
Any updates on this - I actually need this for a company onboarding form - so I have 2 issues I cant add multiple company locations and cant currentl...read more
Hawk-Steve on February 05, 2019
Company fields in forms
My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs. What I find strange is that we can only read more
Reply Idea Contacts & Companies Forms
277 upvotes
110 Replies
MathiouServices
Member
November 27, 2019
Any updates on this - would be great for it to be actioned - also a need for our company, it's frustrating that I have to create a contact field that...read more
mtang on June 08, 2017
"Became a customer date"
I would like to suggest that this "became a customer date" systems property to be made into an editable property. This is because when we import from another system and we would like to back-date our "because a customer date"instead of making it th read more
Reply Idea Contacts & Companies
95 upvotes
35 Replies
MathiouServices
Member
September 15, 2019
Agreed, has this been implemented?
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1240 upvotes
379 Replies
MathiouServices
Member
September 03, 2019
Has this feature been added yet? Seems like there is a lot of support for it. Personally we need it as well.
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