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erickievit
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コミュニティー参加日： ‎1 13, 2020
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Eric Kievit

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アクティビティ

DBowers3 6月 16日, 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.
返信 アイデア Contacts & Companies
1240 いいね！
379 コメント
erickievit
参加者
3月 04日, 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...続きを読む
nick_lindsey 1月 23日, 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 続きを読む
返信 アイデア CMS Development Tools Marketing Emails
9 いいね！
9 コメント
erickievit
参加者
2月 28日, 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...続きを読む
codymiles512 1月 08日, 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 続きを読む
返信 アイデア Products & Quotes
267 いいね！
131 コメント
erickievit
参加者
2月 24日, 2020
We would be very interested to participate in the beta program. this is a much sought after feature from our end
CCIlumia 6月 12日, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
返信 アイデア Products & Quotes
875 いいね！
432 コメント
erickievit
参加者
2月 24日, 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...続きを読む
codymiles512 1月 08日, 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 続きを読む
返信 アイデア Products & Quotes
267 いいね！
131 コメント
erickievit
参加者
2月 24日, 2020
We would be very interested to participate in the beta program. this is a much sought after feature from our end
margo_northcutt 3月 08日, 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 続きを読む
返信 アイデア Deals
241 いいね！
72 コメント
erickievit
参加者
1月 20日, 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...続きを読む
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