I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

Currently you can control when creating a deal or a ticket whether to have the past activities of the assocated contact or company added to the deal/ticket record, but you can not control the automatic association of activities between records, afte read more

While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama read more

We have had many customers complain that they cannot find the link to join our meeting, because while the original email they receive right after booking has it, the reminder we can tell it to send does not include the meeting link. Is there a se read more

While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama read more

It was great when you could pick the time interval ie 15, 30, 45, 60 mins etc when you were creating a meeting to send to a contact. Now having to type in the start and end time is frustrating & takes too long. This is what it looks like now & read more