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DanielOConnor
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Member since ‎Dec 5, 2016
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seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
574 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
DanielOConnor on February 01, 2018
The snipper feature is great. If you use it alot and want to vary your emails then you end up having lots of snippets- which you then need to scroll through. It would be handy to be able to put them in folders or have a predictive search? read more
Participant | Diamond Partner
March 31, 2021
I find this very useful to have implemented and would very much like to see it happen "sooner" rather than "later"...
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
574 upvotes
142 Replies
Key Advisor
January 13, 2022
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
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