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TroywithChalk
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Member since ‎Mar 27, 2018
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  • Upvotes Given
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Troy Cook

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Activity

AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
TroywithChalk
Participant
March 13, 2019
This feature will make the board view so much more powerful!
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
TroywithChalk
Participant
October 05, 2018
I am just adding my comments on this feature. I think the ultimate solution is that this should be user-defined. I love that you give us some options...read more
ChereeOmtvedt on November 14, 2018
Company Name Displayed in a Task List
It would be great if we could add the company name to the task list. Our sales team uses tasks 80-95% of the time, and we run multiple calling campaigns and, follow up on a weekly basis, sometimes with multiple contacts from the same company. read more
Reply Idea Tasks
71 upvotes
47 Replies
TroywithChalk
Participant
September 05, 2018
When I assign a task to a contact, it associates a contact and a company, but when I view my task lists it only shows the contact. We should be able ...read more
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