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ecowoodrings
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Member since ‎May 17, 2022
  • solutions
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  • Replies
    1
  • Upvotes Given
    6
  • Upvotes Received
    1
  • Ideas
    1

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Laura Gonzalez Perez

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Activity

k8isgreat on June 28, 2017
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
347 upvotes
99 Replies
Participant
July 24, 2023
Please can you do this automate....cant quite believe that there isn't a way around a workflow neither a setting! and we have to do it automatically....read more
RMejia on December 16, 2021
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show read more
151 upvotes
47 Replies
Participant
June 12, 2023
It is something we really thought it would be implemented - can't quite believe it isn't already set up.
k8isgreat on June 28, 2017
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
347 upvotes
99 Replies
Participant
July 24, 2023
Please can you do this automate....cant quite believe that there isn't a way around a workflow neither a setting! and we have to do it automatically....read more
ecowoodrings on October 07, 2022
Given the nature of our business we would have found really useful to set a default email association to deals - it helps to have our activity card date updated.
1 upvote
0 Reply
brkn on August 01, 2018
Ability to add personal inbox or connected email account to conversations inbox. This way sales reps can read emails, respond, etc without the need to use email client.
Participant
May 17, 2022
It really feels to us as a company difficult to digest that we can't have both our personal company email and team company email landing in the same ...read more
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