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Arnold1
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Arnold Maritz

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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
Reply Discussion Professional
0 upvote
3 Replies
Arnold1
Participant
November 12, 2024
Thank you Frank
Solved
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
Reply Discussion Professional
0 upvote
3 Replies
Arnold1
Participant
November 12, 2024
Thank you Frank
jieyintan on February 13, 2020
Bulk follow CRM records
At the moment, we can manually follow individual CRM records. That said, if I wanted to follow a list of contacts/companies/deals that might not be assigned to me, there isn't an easy way to do that. It will be really helpful if we are abl read more
Reply Idea Contacts & Companies
96 upvotes
35 Replies
Arnold1
Participant
April 06, 2023
It would definitely be useful to bulk 'follow' or 'unfollow' a list of Deals or Contacts
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