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EPiCRob
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Member since ‎Apr 13, 2018
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Activity

MarciaDegnan on March 23, 2022
Customization in the Customer Portal
It would be great to be able to customize the customer portal with something other than support tickets. Ex. A place for customers to upload documents, view project status, etc.
Reply Idea Tickets
94 upvotes
21 Replies
EPiCRob
Participant
July 07, 2023
This would be absolutely awesome. I'm surprised it's only built for tickets. I'd love to add files (e.g. Invoices), Documents (e.g. SOW, Project Doc...read more
Solved
EPiCRob on July 15, 2021
% of deals less than X time in Stage
Hi there, I really love the Time In Stage report. However, I want to leverage that information and build targets for the team to reduce the time in a stage. Once I go down that path, I want to know can I work out what % of deals are within that sta read more
Reply Discussion Professional
0 upvote
2 Replies
ccds11 on March 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Reply Idea Contacts & Companies
478 upvotes
242 Replies
EPiCRob
Participant
March 03, 2020
Needed. Standard in almost every other CRM for a reason. Used widely by just about everyone. I use custom fields where I know a value or want absolu...read more
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