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lujemo on Junho 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 Leia mais
Responder Idéia Contacts & Companies
79 avaliações positivas
31 Respostas
dstemo
Participante
Julho 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...Leia mais
seobrien on Novembro 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 Leia mais
Responder Idéia Contacts & Companies
590 avaliações positivas
143 Respostas
dstemo
Participante
Setembro 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...Leia mais
seobrien on Novembro 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 Leia mais
Responder Idéia Contacts & Companies
590 avaliações positivas
143 Respostas
dstemo
Participante
Setembro 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...Leia mais
seobrien on Novembro 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 Leia mais
Responder Idéia Contacts & Companies
590 avaliações positivas
143 Respostas
dstemo
Participante
Setembro 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...Leia mais
calebbf on Setembro 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 Leia mais
Responder Idéia Integrations
27 avaliações positivas
10 Respostas
dstemo
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Novembro 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...Leia mais
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