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JCraft2
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Member since ‎Jun 27, 2022
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Julie Craft

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JCraft2
Member
October 03, 2024
Reply to Refreshed Navigation Menu and Sidebar
100%!!! How was this change implemented?? Please move it back to the top!
JCraft2 on August 16, 2023
Permissions on the Mobile App
Can someone please explain to me the purpose of permissions if they don't transfer to the mobile app? I have limited the ability of users to create companies, but that limitation does not apply on the mobile app!! This should be a basic functionalit read more
Reply Discussion Mobile App
1 upvote
1 Reply
JCraft2 on July 07, 2023
Assigning Collaborators through Workflow
Does anyone know if there is a way to assign collaborators through workflow using another Deal property? Right now, assigning collaborators is very manual.
Reply Idea Deals Workflows
22 upvotes
4 Replies
JCraft2
Member
May 05, 2023
Reply to bulk add collaborators to deals
This should also apply to other "Associations." All of those edits are very manual, and being able to do more than one at a time would be a huge time...read more
JCraft2
Member
May 05, 2023
Reply to Add Deal Collaboration on Create form
Also, this capability should be available on the Mobile App. Many of these Salespeople use their phones mainly.
JCraft2
Member
May 05, 2023
Reply to Add Deal Collaboration on Create form
YES! Having to add Collaborators after the Deal is created adds too many steps. This would help simplify the process.
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