GLloyd1

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Gordon Lloyd

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GLloyd1

Contributor

March 07, 2025

Reply to Reset the Side for All Users?

Appreciate the update!

GLloyd1 on February 12, 2025

Email Association - GUI Improvement (Activity Feed)

Im often have to change associations (most often deal) on an email thread. The requirement to change an association of an email could be for a number of reasons such as an incorrect automatic association or a manual association that was incorrect. O read more

Reply Idea Activity Feed

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GLloyd1

Contributor

October 31, 2024

Reply to Configure quote number format

Had to create a custom property and use zapier + google sheets. Pain in the **bleep**.

GLloyd1

Contributor

July 10, 2024

Reply to Configure quote number format

I been using a workaround using google sheets and zapier. Everytime a new deal is created, a new row is created in the google sheet along with a sequ...read more

GLloyd1

Contributor

April 25, 2024

Reply to Outlook Contacts - sync only contacts owned by the person

We have THOUSANDS of contacts. If each rep could sync only the contacts on which they are the owner, this feature would make sense. Syncing all of th...read more