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BayArea
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Member since ‎Nov 18, 2021
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Bay Area Web Development

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Activity

Anonymous on April 28, 2017
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
330 upvotes
86 Replies
Participant
November 21, 2021
The ignoring of this request and the canned responses is what you get when the people building your CRM don't actually have sales experience/expertis...read more
adamhawes on November 04, 2021
It's super frustrating not being able to comment or edit a note on the iOS app. I receive notes I'm @ on when I'm on the move and there is no way to respond on the move. A super simple feature that could really help!
11 upvotes
4 Replies
Participant
November 19, 2021
This is a problem. Not only can you not edit Company notes in iOS, you can't even see Meeting notes.
BayArea on November 18, 2021
I created a meeting for a Company. The meeting is visable on my phone and tablet (iOS) but the meeting notes and comments are not.
0 upvote
6 Replies
Participant
November 19, 2021
I have tested your solution and I can confirm that it does not work. Company notes are viewable but meeting notes are not.
hroberts on August 28, 2017
We should have the ability to add the meeting location information somewhere on the meetings booking page. Many contacts who book meetings often ask where the meeting will be held, as they don't check the event details once it's booked. I know you read more
183 upvotes
95 Replies
Participant
November 19, 2021
This is a prime example of not getting the basics right. Why would you design a meeting tool without a location field? Obviously this location ...read more
BayArea on November 18, 2021
I created a meeting for a Company. The meeting is visable on my phone and tablet (iOS) but the meeting notes and comments are not.
0 upvote
6 Replies
Participant
November 19, 2021
I have tested your solution and I can confirm that it does not work. Company notes are viewable but meeting notes are not.
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