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BagMan
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Member since ‎Jan 13, 2021
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Adam Wiebe

CRM, PRM, strong.... Marketing not so much.

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BagMan on March 01, 2021
Add "reports to" as default property on Contact page
Good sales qualifying includes understanding where a Contact "resides" in the organizatoinal hierarchy and who they "report to". Thanks for considering adding "reports to" as a default property. Not gonna mention names but most other CRM sys read more
Reply Idea Contacts & Companies
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BagMan
Participant
February 24, 2021
Reply to Clearslide integration? (or alternative)
Thanks @TitiCuisset and @johnelmer , I apprediate your replies. John, we will explore the Documents functionality. Thanks again!
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BagMan on February 22, 2021
Clearslide integration? (or alternative)
We are hoping to create a slide deck that will provide insights into how the audience interacts with the slides. Use Case: We sell widgets through Selling Partners. Our Partner Reps get in front of Buyers but use the sales collatera read more
Reply Discussion Professional
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BagMan
Participant
January 18, 2021
Reply to tracking deals sold through a reseller
@KyleJepson Thanks for letting us know. Allowing the Deal entity to be associated w/ companies will be huge! Creating an object (not just a f...read more
BagMan
Participant
January 13, 2021
Reply to tracking deals sold through a reseller
Kyle wrote, " you might want to create a custom property with all of your resellers in it " So is a picklist the only option on the custom ...read more
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