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NHuffman
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Member since ‎Jan 24, 2022
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Nate Huffman

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NHuffman on February 02, 2022
Optional Line Items for Quotes
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
Reply Idea Products and Quotes
94 upvotes
29 Replies
ShareMyToolbox1 on October 20, 2021
Manual Email Logging - Internal emails to deals
Often we have internal email chains related to contacts, companies and/or deals that need to be logged in CRM. The customer contact name may or may not be part of the email chain. There needs to be a way to manually log an email chain to a contact w read more
Reply Idea Connected Email
17 upvotes
6 Replies
NHuffman
Member
January 24, 2022
The ability to log a specific email to a deal WITHOUT having to associate any one contact or if the contacts in said email are on a "No Log" list is ...read more
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