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Kels214
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Member since ‎Oct 30, 2019
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  • Upvotes Received
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Kelsey Swan

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Kels214 on December 15, 2022
Hello, I would like to request that when a deal is moved into a closed won category, that the amount should sync with the new deal. We created a specific workflow to make this happen, however, the amount has to be manually entered rather than copied read more
1 upvote
0 Reply
Kels214 on February 23, 2021
Hello- I would really enjoy a feature where you could simply color code an entire company/contact. This could either be just the name or the entire overview of the company/contact. What I want is to tell if a company/contact is a CURRENT customer- w read more
20 upvotes
3 Replies
MikeHuggins on September 20, 2017
The messages feature is tough to manage in a busy office. I'm the only key contact for online chat. And I have various other duties. I'm often 'popping up' from my computer and forgetting to turn off chat. This is causing constant frustration read more
193 upvotes
71 Replies
Member
September 03, 2020
We need this SO badly! I accidentally forgot to sign out and got a chat while I was gone. Led to a bad user experience 😞
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