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ptbasse
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Member since ‎Jul 16, 2017
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ptbasse on July 16, 2017
In Sales, no drop down menus from Contacts or Companies, thus no list option (free user)
Hi, I want to create a list from shortlisted companies in the sales CRM, but can't find a way to do so. From what I read online, there should be a "List" option in a drop down menu coming out from either the Contacts or Companies tabs, but I do read more
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0 upvote
4 Replies
ptbasse
Member
July 17, 2017
Thanks Phil, I'll have a look at properties checkboxes, maybe that can work. Best regards, Patrick
Solved
ptbasse on July 16, 2017
In Sales, no drop down menus from Contacts or Companies, thus no list option (free user)
Hi, I want to create a list from shortlisted companies in the sales CRM, but can't find a way to do so. From what I read online, there should be a "List" option in a drop down menu coming out from either the Contacts or Companies tabs, but I do read more
Reply Discussion
0 upvote
4 Replies
ptbasse
Member
July 17, 2017
Thanks Phil, I'll have a look at properties checkboxes, maybe that can work. Best regards, Patrick
Solved
ptbasse on July 16, 2017
In Sales, no drop down menus from Contacts or Companies, thus no list option (free user)
Hi, I want to create a list from shortlisted companies in the sales CRM, but can't find a way to do so. From what I read online, there should be a "List" option in a drop down menu coming out from either the Contacts or Companies tabs, but I do read more
Reply Discussion
0 upvote
4 Replies
ptbasse
Member
July 17, 2017
Thanks Phil, I'll have a look at properties checkboxes, maybe that can work. Best regards, Patrick
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