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Arnold1
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Arnold1
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November 12, 2024
Reply to Import Notes
Thank you Frank
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Arnold1 on November 11, 2024
Import Notes
It was previously possible to import Notes and associate them with Deals, based on the Record ID of the Deal. 'Notes; no longer appear on the list of objects that can be imported. How do you go about importing Notes now, and associate them with read more
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Arnold1
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April 06, 2023
Reply to Bulk follow CRM records
It would definitely be useful to bulk 'follow' or 'unfollow' a list of Deals or Contacts
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