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JDonald1
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Member since ‎Jun 14, 2021
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Participant
June 26, 2024
This idea is 2-1/2 years old- currently our users have to manually edit their daily/hourly meetings scheduler availability in March to compensate for...read more
JDonald1 on June 26, 2024
Meetings are currently located in the Library section of the left sidebar navigation in the new UI- but really are a sales function and better located in the CRM section.
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Participant
June 26, 2024
This is 4 years old now! Users need to receive a notification email when a contact changes or cancels a meeting.
Participant
March 25, 2024
This is still an issue 4 years later...
Participant
March 14, 2024
Yes! Folders for reports please 🙂
Participant
March 11, 2024
We ended up with 3k+ dupes when setting up new lead records- definitely need a native dedupe functionality. We ended up engineering a very complex wo...read more
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