TheJerro

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Jeremy Van Caulart

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TheJerro

Member

February 08, 2025

Reply to Allow for Tasks to have a status

Let's get it +1

TheJerro

Member

January 11, 2025

Reply to Automatically log incoming emails from existing Contacts

This is basic functionality in other CRMs. Doesn't make sense that inbound emails from contacts in our CRM aren't logged without using Gmail or a...read more

TheJerro

Member

July 21, 2024

Reply to Lead Object Labels

Agreed! I'd love this function so reps could easily triage leads during call tasks

TheJerro on April 27, 2024

Conditional Logic on Cards in Deal Overview Center Panel

Currently we're able to add our own cards and display various information on deals under the 'Overview' tab in the center panel. It would be great if we could display information conditional on the pipeline. For instance, if my business 'Home B read more

Reply Idea Deals

15 upvotes

5 Replies

TheJerro

Member

March 29, 2024

Reply to Log emails on mobile platforms (android/ios)

@ThreadsHelp2018 $70/mo is too much money to log emails into a CRM when it should be included in the cost of the CRM because it's a fundamental fun...read more