Hi, we would like to offer free product demos on the website and use the meetings tool to allow users to book. However, as a cloud videoconfrencing provider offering virtual meeting rooms (VMRs), we would like to run video meetings to allo Leer más

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Leer más

Greetings, We opted into the beta for applying association labels between objects (e.g. Decision Maker, Advocate, etc. when associating Contacts to Deals). I'm wondering if there's a way to leverage these assocation labels in reporting as a Leer más

Would be great to have a report that shows the average time spent in a pipeline - not broken down in each stage but the total. I.e. how long a deal was in a pipeline before being marked as closed won or closed lost.

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

We are a business group with several business units on our account, different businesses for marketing and business development. We want to be able to change the business unit when creating payment links so that it doesn't just default to the primar Leer más