At times, we want to know when did we connect over phone with our customers and last contacted date does not convey this information as it changes wi...read more
Is it possible to exclude a field from collected form? Some of the fields that we have does not belong to the contact but deals. We would want to capture only contact level information but exclude any other information.
In our industry, usually email subject line has the deal name. It will be great if this can be used to recommend deal that should be associated with ...read more
It appears that you can't associate more than a company to a deal via GUI. However, I tried it using APIs and I was able to do so. The deal showed up...read more
Is it possible to exclude a field from collected form? Some of the fields that we have does not belong to the contact but deals. We would want to capture only contact level information but exclude any other information.