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dstemo
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Member since ‎Aug 8, 2017
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Activity

lujemo on June 02, 2020
We need the functionality to display child companies and associated info in the target account overview of a Parent company account. Currently, if we have the parent company as a target account, we can't see any child company information. We read more
79 upvotes
31 Replies
Participant
July 14, 2020
We have a unique situation where we work with publishers that own journals. We have made some hacky workarounds where the publisher is the parent com...read more
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
590 upvotes
143 Replies
Participant
September 06, 2019
First, I want to say whatever the most recent update was did wonders for us - we saw our potential duplicate numbers go from the hundreds to 16. Whic...read more
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
590 upvotes
143 Replies
Participant
September 06, 2019
First, I want to say whatever the most recent update was did wonders for us - we saw our potential duplicate numbers go from the hundreds to 16. Whic...read more
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
590 upvotes
143 Replies
Participant
September 06, 2019
First, I want to say whatever the most recent update was did wonders for us - we saw our potential duplicate numbers go from the hundreds to 16. Whic...read more
calebbf on September 06, 2017
Using Zapier to capture leads, it would be helpful to be able to customize the Zap so that the Original Source and Original Source Drill Down 1 and 2 are more descriptive and accurate. For instance, using Zapier to capture live chat leads comin read more
27 upvotes
10 Replies
Participant
November 15, 2017
I saw another similar idea on the forum, but I want to comment on both so they both float to the top. Not sure how this isn't a bigger issue. We hav...read more
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