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jdesbiens
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Member since ‎Sep 6, 2022
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Jennie Persé Desbiens

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jdesbiens
Participant
February 20, 2025
Reply to Properties in creation forms depending on the team
Very surprising this isn't part of the business unit setup. Such a feature comes with a lot of required feature adaptations - this is one of them, bu...read more
jdesbiens
Participant
September 14, 2023
Reply to Add email to CRM record button
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jdesbiens
Participant
August 07, 2023
Reply to Add email to CRM record button
This is great and very much needed. However, we really need it for the Outlook desktop version as well as most users use that and not the online vers...read more
jdesbiens
Participant
June 06, 2023
Reply to multiple currencies in reports and goals
Just found some really nice forecast report templates that I wanted to use for our US team, but then I realized they are only in the company currency...read more
jdesbiens on April 25, 2023
Show company association in team activity timeline report
Our sales managers find the report Team activity timeline under Sales Analytics useful to supervise rep activity. However, the report doesn't show the company association, only the name of the contact the activity was logged on. Since managers d read more
Reply Idea Sales Reporting
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jdesbiens
Participant
September 12, 2022
Reply to How to avoid duplicate deals by partners?
Thanks Catarina, I appreciate you taking the time to review this, I'll take this solution under consideration. Best, Jennie
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