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Carly_Farlow
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Member since ‎Apr 24, 2018
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  • Replies
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Carly Farlow

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Carly_Farlow
Contributor
June 27, 2022
Reply to Reporting feature should offer percentages
This would up our reporting game to the next level. It would be awesome to see a percentage of our clients in different industries to know as a busin...read more
Carly_Farlow
Contributor
April 25, 2022
Reply to Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership
Yes! I'm currently having trouble deleting a property that I'm moving to another property because other users have that property saved in views. I've...read more
Carly_Farlow
Contributor
October 30, 2021
Reply to Line Item Implementation & Renewals
I have not, unfortunately.
Carly_Farlow
Contributor
October 28, 2021
Reply to Create folders within 'attachments' section to easier manage documentation.
If folders are not in the future - what's a workaround? Anyone have any ideas?
Carly_Farlow on October 25, 2021
Activity Log for Line Items
Just as you can tell who last update a contact, company, or deal - it would be awesome to know who created or last updated a line item. Especially as we train our sales, strategic solutions, and customer success team to use the line items.
Reply Idea Admin CRM Deals
1 upvote
0 Reply
Carly_Farlow
Contributor
October 25, 2021
Reply to Update Line Items
YES! Currently going in and updating one by one...
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