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CCosgrove
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Member since ‎Aug 30, 2021
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Calum Cosgrove

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CCosgrove on May 31, 2022
Ability to request access or changes by managers or admins
It would be great if our Client Services team and/or business development reps could request a change or an update to a Company or Contact's record. Use case is if the Company owner needs to change and the request can trigger an approval by the admi read more
Reply Idea Contacts & Companies
0 upvote
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CCosgrove
Member
March 23, 2022
Reply to Associate existing quote to a different deal
Let's get this happening asap - it is so so important.
CCosgrove on February 01, 2022
Heatmap or Colour Coded Deals
It would be great to be able to apply a heatmap on the Deals in list view depending on different parameters as a bit of a traffic light system. Immediately the use case is the last activity on the deal. Those that are inactive for example 7 day read more
Reply Idea Deals
3 upvotes
1 Reply
CCosgrove
Member
August 30, 2021
Reply to Ability to sync ticket actions to calendar
Yes, very happy with the update as part of the Sales package would love to be able to translate this over to Tickets and workflows for our specialist...read more
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