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IRab
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Member since ‎May 28, 2021
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Ila Rabinowitz

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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
IRab
Member
January 10, 2022
How long does it take to implement this basic and necessary function?
lleemis on April 09, 2019
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Reply Idea Sales Reporting Tasks
211 upvotes
67 Replies
IRab
Member
June 29, 2021
We really can't create a report to see how many overdue tasks each rep has?
Solved
IRab on June 15, 2021
Is there a way to send a prefilled form to a customer directly from the contact or company profile?
We need to send out a unique form that links back directly to the company. Sometimes what happens is that the form will not sync to the right account, plus we want to prefill some of the data we already know. Then we need to use the information read more
Reply Discussion Forms Integrations
0 upvote
1 Reply
IRab on June 08, 2021
Enable using paragraph rich text as a dependent field
Sometimes we want to say something based on a form response. Right now we can only ask a set question with a dependent field. Please enable the use of paragraph rich text with logic/dependent fields.
Reply Discussion Forms
4 upvotes
1 Reply
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