it would be great if we can capture the first meeting date that we had with a prospect, that way when we run reporting we can see from the first meeting to the last meeting how long it took to close the deal.
It would be interesting to be able to export the history of properties, or changes made in a specific record. Knowing the number of updates of a registry can be decisive when acquiring licenses from integrators such as Zapier,...
We need to have the functionality for custom reports to be overriden by the dashboard-wide filtering settings. For example, we have many reports that were built using the custom report builder (with filtering set for "contact owner is any of Me" tha read more
I don't know. Let me take 5-7 clicks to find that out for you. Here's Camila showing me where I can find the user that created the deal record: https://drive.google.com/file/d/1QiZK--q3RwIHnfPS4EjRAus-DcDTyjxu/view Wouldn't it be read more