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TheDude
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Member since ‎Sep 2, 2021
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Mark Havens

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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
TheDude
Member
April 11, 2022
" So maybe myself and everyone else over the past 5 years should comment again right now." I like the way you think! I've thought about this m...read more
amiller_ism on January 25, 2021
Report Export Permission Separate from Contact Exporting
Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to mod read more
Reply Idea Users & Teams & Permissions
63 upvotes
22 Replies
TheDude
Member
February 16, 2022
I can't beleive the granular export permissions aren't an option. This is causing massive amounts of time wasting for those who have export permiss...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
TheDude
Member
April 11, 2022
" So maybe myself and everyone else over the past 5 years should comment again right now." I like the way you think! I've thought about this m...read more
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