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LokiStelz
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Feb 1, 2023
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LokiStelz
Participant | Elite Partner
December 19, 2024
Reply to View Company Overview Tab - App
Yes please to this. We have built a UI extension available on the Overview tab and so it is not accessible via the mobile app. This is a problem for ...read more
LokiStelz
Participant | Elite Partner
November 04, 2024
Reply to Provide granular permission for Lead deletion separate from the Bulk Delete area
Support this request. Current options are not feasible as standard Sales Rep permissions, whereas deleting own leads is a reasonable requirement. H...read more
LokiStelz
Participant | Elite Partner
November 12, 2023
Reply to Deal tags for specific stages
Agree - really need Deal Stage as a filtering option for this to add real value
LokiStelz
Participant | Elite Partner
August 26, 2023
Reply to Customer Success - tasks for monthly customer follow ups
Hi. Thanks - this works. Really appreciate your help.
LokiStelz
Participant | Elite Partner
August 22, 2023
Reply to Customer Success - tasks for monthly customer follow ups
Hi Josh. Thanks. I see what you mean but would this not require an event /Company to be added to the List for the re-enrollment - where I need each...read more
Solved
LokiStelz on August 22, 2023
Customer Success - tasks for monthly customer follow ups
Hi all. I am setting up a customer care follow-up workflow for the Customer Success team - each CSM needs to get Task reminders monthly for customer meetings, and the Meetings vary depending on what segment the customer is in. It´s a Company base read more
Reply Discussion Enterprise
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