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GeorgeT
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Member since ‎Oct 8, 2019
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GeorgeT
Member
October 20, 2021
Reply to Link to individual activities in timeline
If folks are interested in a somewhat effective workaround hack for this: Create an Activities report that filters for the engagements/activities...read more
GeorgeT
Member
December 11, 2019
Reply to Customize Call Outcome options
Hi @vvadlamani please add me to the list for beta testing this feature when available. Thank you!
GeorgeT
Member
October 09, 2019
Reply to Task-based workflows
We use tasks to record sales activity on the deal record - it would be great if we could automatically "complete" these tasks with a workflow based o...read more
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