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LPapadopoulos
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Member since ‎Jun 9, 2023
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LPapadopoulos
Member
January 23, 2024
Reply to Pinning more than one note
Not only Pinning multiple notes, but enable to pin a Task at the top of the Tasks (as it is now if you pin a Task to the top it removes the pinned No...read more
LPapadopoulos
Member
October 18, 2023
Reply to Cancel or Delete Approved/Signed Quotes
If not at the Sales Team level can an Administrator delete a signed quote at least in the interim of the functionality being available
LPapadopoulos on June 13, 2023
Task
When in Deals and assigning bulk Tasks currently the contacts against the Deals and the Associated Companies in the Deals makes it difficult to know who you are needing to communicate with - at present I have to then go to the task and add the infor read more
Reply Idea Deals Tasks
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LPapadopoulos on June 13, 2023
Task Follow Up
It would be extremely helpful whilst in a task and you complete/save and then create follow up task click the Edit task button to add information that the option to select a Queue field was there More importantly when creating a follow up task all read more
Reply Idea Tasks
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LPapadopoulos
Member
June 09, 2023
Reply to Queues
Increase the Number of Queues allowed to create a purposeful priority list (at a glance a reason WHY the call or email.)
LPapadopoulos on June 09, 2023
Task behaviour
it would be extremely helpful that from both an email sent & call made the ability to create a follow up task with the "edit" option available in both and to include the all drop down boxes such as Queues and Priority. Right now I am having to g read more
Reply Idea Tasks
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