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michaelkay160
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Member since ‎Nov 8, 2017
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Babel_Gem on June 21, 2017
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
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August 11, 2022
@Flora Could we have a response to the message from @jasonatwineman above please? This issue is causing GDPR non-compliance for some clients and n...read more
ianhill on May 04, 2017
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more
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June 30, 2022
+1 @roisinkirby These two companies are great examples of how this could work: https://arrows.to/ (specifically integrates with HubSpot) http...read more
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