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dstemo
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Membre depuis ‎août 8, 2017
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lujemo le Juin 02, 2020
Show child companies in Target Account overview of parent company
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 Lire la suite
Répondre Idée Contacts & Companies
79 Mentions J'aime
31 Réponses
dstemo
Participant
Juillet 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...Lire la suite
seobrien le Novembre 29, 2016
More efficient way to find and merge duplicate contacts
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 Lire la suite
Répondre Idée Contacts & Companies
590 Mentions J'aime
143 Réponses
dstemo
Participant
Septembre 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...Lire la suite
seobrien le Novembre 29, 2016
More efficient way to find and merge duplicate contacts
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 Lire la suite
Répondre Idée Contacts & Companies
590 Mentions J'aime
143 Réponses
dstemo
Participant
Septembre 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...Lire la suite
seobrien le Novembre 29, 2016
More efficient way to find and merge duplicate contacts
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 Lire la suite
Répondre Idée Contacts & Companies
590 Mentions J'aime
143 Réponses
dstemo
Participant
Septembre 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...Lire la suite
calebbf le Septembre 06, 2017
Customize Zapier Original Source Drill Down fields
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 Lire la suite
Répondre Idée Integrations
27 Mentions J'aime
10 Réponses
dstemo
Participant
Novembre 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...Lire la suite
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