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JasonAtWineman
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Member since ‎Feb 28, 2018
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Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
201 upvotes
91 Replies
JasonAtWineman
Participant
February 03, 2021
Flora, Unless I'm missing something, you may be replying to the wrong idea. 🙂 The problem here is that people CC'd on emails are automati...read more
romi on April 20, 2020
Allow x days in "is next" Report Filters
In the 'is last' report filters there are options for: 7 days, 14 days, 30 days, 60 days, 90 days, 365 days. Please add these options to the 'is next' Report filter.
Reply Idea Sales Reporting
34 upvotes
7 Replies
JasonAtWineman
Participant
August 21, 2020
This would be helpful for building a forecasting report where, for example, expected PO date is in the next 90 days. In calling tech support, there ...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
201 upvotes
91 Replies
JasonAtWineman
Participant
February 03, 2021
Flora, Unless I'm missing something, you may be replying to the wrong idea. 🙂 The problem here is that people CC'd on emails are automati...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
201 upvotes
91 Replies
JasonAtWineman
Participant
February 03, 2021
Flora, Unless I'm missing something, you may be replying to the wrong idea. 🙂 The problem here is that people CC'd on emails are automati...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
201 upvotes
91 Replies
JasonAtWineman
Participant
February 03, 2021
Flora, Unless I'm missing something, you may be replying to the wrong idea. 🙂 The problem here is that people CC'd on emails are automati...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
201 upvotes
91 Replies
JasonAtWineman
Participant
February 03, 2021
Flora, Unless I'm missing something, you may be replying to the wrong idea. 🙂 The problem here is that people CC'd on emails are automati...read more
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