CFitzgerald

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Participant | Gold Partner

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solutions
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Carissa Fitzgerald

Carissa Fitzgerald has experience in startup business development and sales leadership. She manages projects and resources within Maramba Consulting, as well as providing client-direct sales coaching and enablement to support revenue growth strategies. If she’s not busy with the Maramba Consulting team, you can find her singing with the jazz group, Portland Standard Time.

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CFitzgerald on January 09, 2024

ChatSpot.ai Unsubscribe from Company News

There's currently no way, that I've found, to unsubscribe from company news once you've submitted that ChatSpot.ai prompt. The prompt presents a generic "unsubscribe at the bottom of the email" suggestion in ChatSpot, and the news alert email itself read more

Reply Idea User Notifications

0 upvote

1 Reply

CFitzgerald on December 05, 2023

Broken Link under Deal > Product column

In a Deal view, if you pull in the Deal > Product column, it provides links for each of the products listed. When you click those links, however, it takes you to a broken record page: This has already been reporting internally t read more

Reply Idea Deals Products and Quotes

0 upvote

0 Reply

CFitzgerald

Participant | Gold Partner

September 28, 2023

Reply to Disrupt the insurance industry!

Hey everyone! Solutions Partner here, looking into the integration between Applied/Epic and HubSpot. It looks like they have an open API, which means...read more

CFitzgerald

Participant | Gold Partner

September 25, 2023

Reply to Playbooks need be accessible on mobile app

Playbooks 100% need to be mobile accessible. It's hard enough to get a field sales team to adopt a CRM, and this is one of the tools that makes data ...read more

CFitzgerald on August 11, 2023

Rolling Date Range 180

Is there anyway to set up a rolling date range of 180 days? I've got a client whose interested in this specific timeframe, but the options jump from 90 days to 365.

Reply Discussion Professional

1 upvote

2 Replies

CFitzgerald on August 09, 2023

Custom Deal Tag Color

We've got some clients who are very color/branding specific in their processes, and would love the option to apply their brand colors, or any other custom color/color code to the Deal Tag options. The current dropdown selection works as a good read more

Reply Idea Deals

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