I primarily work with companies and deals. Typically, there is only one contact for each company and sometimes it's not addressed to a specific person. Therefore, we don't use the contacts feature so often. When enrolled in a sequence, the upco read more

hi i notice that form submissions show on contact activity but not deal activity can i change that on the free version?

When sending out a sales document, when viewed by the customer, the branding at the top defaults to the portal's "account" business unit, which can be confusing for customers if they are receiving documentation or correspondance from a different bus read more