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riccardocycland
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Member since ‎Mar 25, 2020
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Riccardo Sedola

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riccardocycland
Member
December 21, 2021
Reply to Save email draft in CRM
I add to this also: I'd like drafts to be accessible by the whole team. E.g I have to train a new employee, he/she prepare draft emails, then a se...read more
riccardocycland on August 10, 2021
Workflow centered on associated deal company
For every deal we have a number of customer and 1 associated company We need to create a workflow centered on deal stage and date properties that send email to customer with info on associated company e.g story case We area a travel agnecy read more
Reply Idea Deals
1 upvote
0 Reply
riccardocycland
Member
June 28, 2021
Reply to Clone Quotes
It happens that we create a very similar quote for a different client. That means taht we may have same quote for a different deal. But if I clone a...read more
riccardocycland on March 15, 2021
Creating and updating quotes through the CRM API is
I'm reading: " Creating and updating quotes through the CRM API is coming soon. Please subscribe to our changelog to make sure you receive any further updates about this issue." That would be a very usefull update for us. Please implement tha read more
Reply Idea CMS Development Tools
4 upvotes
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