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HP
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Member since ‎Mar 23, 2017
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Harry Picken

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Activity

CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1381 upvotes
205 Replies
HP
Participant
September 21, 2017
One example could be that the contents of a mandatory deal field could be copied over to Contact and Company properties so they could then be used in...read more
Jmjermaz on March 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Reply Idea Calling
336 upvotes
137 Replies
HP
Participant
August 03, 2017
Would like to see an 'inbound' option
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