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Meera
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Member since ‎Jun 18, 2021
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Meera Vaidya

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Meera
Member
February 25, 2022
Reply to Workflow - Ability to Create Notes
yes please. Also like the pinning note idea
Meera
Member
February 11, 2022
Reply to Views: 'OR' Filter Condition
Me too! This is really very basic option. It should already be there! It's like we're building HubSpot ourselves!
Meera on October 05, 2021
Deal name privacy needed - very important - privacy issue
Hi. This is regarding the sales tools. I have limited viewing settings for salepeople where they can only see deals that are assigned to them or unassigned. But in case of multiple deals created by different salespeople, that are associated to the s read more
Reply Idea Deals
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Meera on June 18, 2021
Separating contacts and companies for viewing
Hi, I wanted to suggest seprating contacts from companies for viewing rights. This will allow sales team to see which companies have been contacted but not let salespersons see each other's contacts. Following image shows what I mean by separating read more
Reply Idea Account Settings
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