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Lucid
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Member since ‎Nov 18, 2019
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  • solutions
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  • Upvotes Given
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  • Upvotes Received
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Gianpiero Furfaro

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Lucid
Contributor
July 11, 2024
Reply to Ability to share a FOLDER of files from File Management
I just came across this issue for my business needs. Ideally, share a folder and have a contact lead capture form to be filled out prior to viewing t...read more
Lucid
Contributor
December 27, 2021
Reply to Bulk Delete Emails logged
Totally agree. If I have sensitive emails which were not deleted previously this informaiton now is shared with other users who should not have this ...read more
Lucid on May 19, 2021
BRING BACK | Disable Automatically adding a contact when emailing through deals.
There used to be a toggle to disable adding a contact to deal records when you email through a deal. This quietly changed in the back ground. My organization requires this feature to prevent cross contamination of sensitive information. We on read more
Reply Idea Contacts & Companies Deals
1 upvote
1 Reply
Lucid on May 17, 2021
Labels (Instead of Folder Nesting) | FILE (Documents, Templates, Snippets, Images, etc)
I thought I would start a new thread to remove an older method of document organization by using folders and have a modern approach to file management through Labels. If we can create a label system we can create multiple methods of organization read more
Reply Idea File Manager Sales Documents Snippets & Templates
2 upvotes
0 Reply
Lucid
Contributor
May 14, 2021
Reply to Marketing Emails / Lists / Workflows / Sales Tools - Folders
Would even tale the google approach and go with labels (tags). Way better solution than nestled folders.
Lucid
Contributor
May 01, 2021
Reply to Customize what information is shown on information cards on right sidebar
Agreed! This should be selectable. Better to be able to customize what each user prefers or have a global setting to select which properties are deem...read more
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