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erickievit
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Member since ‎Jan 13, 2020
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Eric Kievit

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Activity

DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1243 upvotes
379 Replies
erickievit
Participant
March 04, 2020
Hi there, We just noticed that the beta functionality is released. Which is great! thanks for that. Just a few bugs that we have encountered, ho...read more
nick_lindsey on January 23, 2019
Create a 'Simple Follow-Up Email' with the new Drag & Drop Email Builder
Just a simple suggestion to make lives a little easier... Yes, I know that you can create an automated email with the new email builder, and just develop a workflow to do essentially the same thing as a 'simple follow-up'. But it seems like this read more
Reply Idea CMS Development Tools Marketing Emails
9 upvotes
9 Replies
erickievit
Participant
February 28, 2020
Hi Shay, This is great stuff and I am happy to hear that you guys are improving this, thanks for that! I already noticed that we can now indeed u...read more
codymiles512 on January 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b read more
Reply Idea Products & Quotes
268 upvotes
131 Replies
erickievit
Participant
February 24, 2020
We would be very interested to participate in the beta program. this is a much sought after feature from our end
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
883 upvotes
434 Replies
erickievit
Participant
February 24, 2020
We are also very much interested in this. As it stands, the quoting functionality is to simplistic for us to use. We need more design freedom in term...read more
codymiles512 on January 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b read more
Reply Idea Products & Quotes
268 upvotes
131 Replies
erickievit
Participant
February 24, 2020
We would be very interested to participate in the beta program. this is a much sought after feature from our end
margo_northcutt on March 08, 2018
Filter Deals by associated Products
Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem read more
Reply Idea Deals
244 upvotes
72 Replies
erickievit
Participant
January 20, 2020
We too have a need for this functionality. At the moment there is no proper way to report on the different products that our owners are selling split...read more
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