@ecosenza Thanks for the reply. I am aware of what you're suggestin but that is exactly what I am trying to find a fix for. That process is cumbers...read more
" We are currently actively working on allowing users to explicitly associate engagements with contacts, companies and deals. " April 2017 Please ...read more
I'd add that for us we need a Primary Point of Contact at the Deal level, not as much for the Company level. We deal with Government Agencies, so our...read more
Our business tracks "Meetings" tasks in different buckets to track productivity and traction within the sales stages of our pipeline. We'd love to di...read more