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SHo11
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Member since ‎Aug 11, 2022
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Sook kuan Ho

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elizabee on March 27, 2020
Filtering in Conversation Inbox
I would like more rich filter options in the conversation inbox. Currently, only very simplistic filtering options are available and you cannot save your filters. I would like to use filters for analytics and to make sure that our processes are read more
Reply Idea Conversations
99 upvotes
38 Replies
SHo11
Member
October 11, 2022
+1 to filter by ticket ID
JBradford1 on November 22, 2021
Looking for functionality to automatically copy notes from a deal to the notes in a contact
Looking for the functionality that will automatically (maybe with an on/off toggle, in case some people won't use this functionality) copy notes recorded within a deal to the notes activity for a contact. For example, if a customer has a deal open read more
Reply Idea Contacts & Companies
13 upvotes
6 Replies
SHo11
Member
August 11, 2022
We need this as we have different pipeline for different team to take over deals. Each teammate might leave notes in the deal for other teams..
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