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GlennHunter
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Member since ‎Jan 4, 2021
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jeetdoshi on May 31, 2018
How to attach file to a template?
When you're creating templates, unlike adding a link, i do not see any option of attaching a file, let's say if i want to add a brochure, i simply can't do that. Is there any way around this?
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5 upvotes
12 Replies
GlennHunter
Participant
April 19, 2021
I care about actual sales activity more than intelligence, otherwise is ignorance. Yes, businesses intelligence is important but you must also be o...read more
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
1360 upvotes
198 Replies
GlennHunter
Participant
April 05, 2021
Quite frankly, it is crazy that properties can't be synced or shared. This should be a top priority.
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