Yes, we too have a sales pro hub and would like to pre-populate templates with certain products and services as takes so much time to recreate from s...read more
It would be great to enable being able to attach a file to an email where it is already uploaded to the deal - rather than having to reupload it from a different source. Makes things more seamless.
I too would love this functionality - to be able to add a ticket direct from Outlook just as you do with adding a contact/company/deal would help wit...read more
It would be great to enable being able to attach a file to an email where it is already uploaded to the deal - rather than having to reupload it from a different source. Makes things more seamless.