I have a request to add 'LinkedIn messages' to the Team activity timeline summary report. When I do add the filter for the report, it reverts to all of the activity of my team, when I have only filtered for 2 users (we have people in sales, service read more

We integrated our company Zoom account and it's pulled in all past meetings. My boss doesn't want the meetings displayed in the CRM (she's the COO and has employee meetings/client meetings that may be confidential). Is there a way to turn that off read more

We integrated our company Zoom account and it's pulled in all past meetings. My boss doesn't want the meetings displayed in the CRM (she's the COO and has employee meetings/client meetings that may be confidential). Is there a way to turn that off read more