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edmund
Participante | Partner nivel Platinum
Participante | Partner nivel Platinum
Miembro desde ‎dic 25, 2017
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CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1360 Me gusta
198 Respuestas
edmund
Participante | Partner nivel Platinum
Marzo 03, 2021
This thread is for the topic regarding "two-way synchronization" of matching properties between two different objects (like Contacts and Companies)....Leer más
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1360 Me gusta
198 Respuestas
edmund
Participante | Partner nivel Platinum
Marzo 03, 2021
This thread is for the topic regarding "two-way synchronization" of matching properties between two different objects (like Contacts and Companies)....Leer más
Yoshi en Septiembre 10, 2017
Ability to have option to enable/disable documents download
Currently, when files are sahred, the file can be downloaded by everyone who got shared with that specific document. However, there are certain times that we would not want the files to be shared. Thus, it would be great if we have an option t Leer más
Responder Idea Sales Documents
253 Me gusta
135 Respuestas
edmund
Participante | Partner nivel Platinum
Julio 28, 2020
100% agree, this is outrageous, and a complete feature failure.
Yoshi en Septiembre 10, 2017
Ability to have option to enable/disable documents download
Currently, when files are sahred, the file can be downloaded by everyone who got shared with that specific document. However, there are certain times that we would not want the files to be shared. Thus, it would be great if we have an option t Leer más
Responder Idea Sales Documents
253 Me gusta
135 Respuestas
edmund
Participante | Partner nivel Platinum
Julio 28, 2020
100% agree, this is outrageous, and a complete feature failure.
Yoshi en Septiembre 10, 2017
Ability to have option to enable/disable documents download
Currently, when files are sahred, the file can be downloaded by everyone who got shared with that specific document. However, there are certain times that we would not want the files to be shared. Thus, it would be great if we have an option t Leer más
Responder Idea Sales Documents
253 Me gusta
135 Respuestas
edmund
Participante | Partner nivel Platinum
Julio 28, 2020
100% agree, this is outrageous, and a complete feature failure.
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1360 Me gusta
198 Respuestas
edmund
Participante | Partner nivel Platinum
Marzo 03, 2021
This thread is for the topic regarding "two-way synchronization" of matching properties between two different objects (like Contacts and Companies)....Leer más
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