Member since ‎Jul 22, 2021
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Megan Marohn

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mnewnham on August 10, 2020
It would be really useful if users had the ability to archive 'deals'. I've seen a few people request this functionality from as far back as 2017, so it'd be great to know if I've missed something or if it's just still not available as a func read more
37 Replies
February 02, 2023
I agree that this functionality is necessary and fundamental. It would help in removing a closed/won deal from workflows and communications that are more
AndyPitre on April 04, 2017
It would be nice if CRM tasks would be assignable to multiple people. Right now it can be assigned to one person only.
78 Replies
February 02, 2023
This is a major feature for collaborative work. Rarely is there a SINGLE person involved is moving a deal forward. Minimally, we need to be able to more
Lucid on May 19, 2021
There used to be a toggle to disable adding a contact to deal records when you email through a deal. This quietly changed in the back ground. My organization requires this feature to prevent cross contamination of sensitive information. We on read more
January 07, 2022
I am in a similar situation. We use HS to track short-term real estate loans. An individual borrower may have multiple loans/deals. We are finding more
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