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danjamescrosby
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Member since ‎Jun 3, 2020
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danjamescrosby
Participant
June 26, 2024
Reply to Placeholder email for subscription preferences
We've had the same issue and for us we have narrowed it down to Firefox and the "Enhanced Tracking Protection" setting. As soon as that toggle gets t...read more
danjamescrosby
Participant
January 16, 2024
Reply to Change clickable title on Lead cards to be "Lead Name" instead of "Primary associated record name"
Looks like this has now been fixed
danjamescrosby on January 05, 2024
Change clickable title on Lead cards to be "Lead Name" instead of "Primary associated record name"
When creating a lead you can set a custom "Lead name" but this doesn't get shown on the lead cards on associated records, they instead show the "Primary associated record name" as the clickable link to the lead. This issue is highlighted for us read more
Reply Idea Contacts & Companies
2 upvotes
1 Reply
danjamescrosby
Participant
June 01, 2021
Reply to ELEVATE 2021: Introduce Yourself!
Hi I'm Dan, I work for Event Store. We are based in the UK (I'm near Bath), but our team is now global with people in US, Netherlands, Norway, ...read more
danjamescrosby
Participant
March 16, 2021
Reply to Option to automatically add a product to a deal with workflows
We would love the functionality to copy line items from another deal, for exactly the same reason as @abrow mentioned above: we create duplicates o...read more
danjamescrosby
Participant
August 27, 2020
Reply to Option to automatically add a product to a deal with workflows
We could really use this feature. Similar use case to others - annual renewals. When a deal is set to closed/won we would like to create a new deal w...read more
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