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dmartone
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Member since ‎Apr 13, 2018
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Dan Martone

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Activity

lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
204 upvotes
71 Replies
Member
May 05, 2022
I agree! we use a naming convention and being able to put that in to remind the team of how the deal should be named would be great!
krispag on April 13, 2020
I am finding that records do not have a property that documents which user created the record, only who owns it. This is problematic from a reporting and workflow perspective. I would like to see ALL records across ALL objects include a System prope read more
Member
May 11, 2021
As a CRM Admin at my company, knowing easily who is creating what, is a must for ensuring that the users are inputting info correctly. This is defini...read more
charingkam on November 08, 2018
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
351 upvotes
111 Replies
Member
July 03, 2020
I've been trying to create reports that filter targets prospects and sales activity, without the ability to easily filter it, this leaves me having t...read more
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