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MZimo
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Member since ‎Aug 24, 2021
  • solutions
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  • Replies
    7
  • Upvotes Given
    50
  • Upvotes Received
    87
  • Ideas
    10

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Matt Zimo

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MZimo on January 03, 2025
Our organization doesn't use the leads object or record assignment, it would be great if we could move those options to the bottom of the "More" menu so that adding to a static list, enrolling in a workflow, or setting as marketing/non-marketing sta read more
Contributor
October 07, 2024
Thank you!
Contributor
August 21, 2023
@AndresBustos Thanks for the suggestion, but this is the awkward workaround we've been using for years now. With this method you have to update tw...read more
Contributor
August 03, 2023
I use it on my outlook desktop extension. It is a public beta that the super admin has to sign up for.
Contributor
July 28, 2023
Yay! This works! However, for some reason, when I was logging a sent email, I had to add the contact to the CRM first, then click out of the email, c...read more
MZimo on July 13, 2023
It would be nice if the overview tab showed any pinned note on the record. Then most of my staff wouldn't have to look at the mess that is the activity timeline.
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