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MathiouServices
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noah on Junho 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 Idéia Sales Email Extensions & Add-Ins Snippets & Templates
229 avaliações positivas
93 Respostas
MathiouServices
Membro
Fevereiro 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 Maio 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 Leia mais
Responder Idéia Contacts & Companies
145 avaliações positivas
60 Respostas
MathiouServices
Membro
Novembro 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...Leia mais
Hawk-Steve on Fevereiro 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 Leia mais
Responder Idéia Contacts & Companies Forms
277 avaliações positivas
110 Respostas
MathiouServices
Membro
Novembro 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...Leia mais
mtang on Junho 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 Leia mais
Responder Idéia Contacts & Companies
95 avaliações positivas
35 Respostas
MathiouServices
Membro
Setembro 15, 2019
Agreed, has this been implemented?
DBowers3 on Junho 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.
Responder Idéia Contacts & Companies
1240 avaliações positivas
379 Respostas
MathiouServices
Membro
Setembro 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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