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SHinojosa3
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Member since ‎Sep 30, 2022
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Steve Hinojosa

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Contributor
August 26, 2024
Hi, How much time should we expect to dedicate to this project?
SHinojosa3 on June 27, 2024
Hi, We are trying to find a way to bulk remove certain sales emails from deal records and only keeping emails from the deal owner. We have found that there are too many unrelevant emails being recorded on the deal record and the only way to remo read more
1 upvote
1 Reply
Contributor
May 16, 2024
Thank you for your assistance with this. 1)- In regard to the development tools, would we be able to create visual highlights on the contact rec...read more
Contributor
May 16, 2024
Do you know of any other third party solutions? I am looking for a way to tag contacts like we can with deals.
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SHinojosa3 on May 16, 2024
We are trying to find a way to flag priority contacts based on triggers. Ideally, if a contact responded to a one to one email, it would flag the contact so when someone sees the record it would stand out as being a priority contact due to their act read more
1 upvote
3 Replies
Contributor
April 25, 2024
@karstenkoehler - This is such a great idea! This would help us focus on using the tool rather than enforcing certain naming conventions and data c...read more
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