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daniull
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Member since ‎Aug 10, 2017
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Activity

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
1386 upvotes
205 Replies
daniull
Participant
August 22, 2017
Auto populate Deal Name with Contact name -- most real estate and physical sales outlets want this feature. I know that something like hubspot...read more
Solved
daniull on August 14, 2017
BCC functionality
So I have a question: If I send an email to myself, and have the log code in the BCC, can i also send the email to other BCC addresses and have them get logged? or will it only log to the "to" address? in other words, will email addresses in read more
Reply Discussion
2 upvotes
3 Replies
sebavicto on March 02, 2017
Default email address for sending from CRM
Hi, I've my admin email address and I also have several other connected accounts. How can I do to set-up as default one of the "others" connected accounts instead of my Admin account? Thanks in advance for anyone who can help me on read more
Reply Idea Connected Email
452 upvotes
188 Replies
daniull
Participant
August 11, 2017
I really wish this was a feature. its annoying to have to change it every time i prospect.
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