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vc16
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Member since ‎Nov 9, 2021
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vc16 on May 27, 2022
Report on previous owner
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
Reply Idea Contacts & Companies Deals Sales Reporting
2 upvotes
0 Reply
Solved
vc16 on May 27, 2022
Report on previous owner
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
Reply Discussion Contacts Deals Enterprise
1 upvote
2 Replies
Solved
vc16 on May 24, 2022
Displaying custom contact properties in the deal view
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
Reply Discussion Contacts Deals Enterprise
0 upvote
1 Reply
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
475 upvotes
139 Replies
vc16
Participant
May 24, 2022
Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Seems so bizarre that we...read more
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
475 upvotes
139 Replies
vc16
Participant
May 24, 2022
Thanks @Rezal , ideally we could just have that field display on the contact section of the deal (on the right hand side). Seems so bizarre that we...read more
FireFish on February 14, 2022
LinkedIn Sales Navigator Plugin No longer allows me to sign-in
Sales Navigator SignIn Error Window Pops Up
Reply Discussion Professional
0 upvote
4 Replies
vc16
Participant
May 20, 2022
having the same issue
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