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spordix
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wilkins on April 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling read more
Reply Idea Contacts & Companies
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spordix
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May 12, 2020
I try snippet and it's just ok solution. I have form for sale to fill such as what goods customers want. Sometimes it's like 10-20 items with lo...read more
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