Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it woul Beitrag ansehen

Hi I have a need for certain companies and contacts to be recorded as having multiple owners. Is this possible? Thanks Matthew

I would love the ability to archive a campaign. I want to keep the information associated with it, but I want to keep a clean view of currently running campaigns or only be able to associate assets with current campaigns.

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Beitrag ansehen