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cjdc
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Member since ‎Sep 28, 2020
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CJ de Castro

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cjdc on January 24, 2022
Set an expiry date for surveys sent
It would be awesome to set expiry to the feedback surveys we sent. It doesn't make sense to keep a survey that we sent months ago active. By that time, the experience may be different with different agents.
Reply Idea Feedback Surveys
9 upvotes
3 Replies
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1360 upvotes
198 Replies
cjdc
Member
July 28, 2021
Any update on this, please?
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