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mrapolla
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Mary Grace Rapolla

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JordanBlair en Diciembre 02, 2021
How to copy the name of a deal's "primary" company to a custom property?
We opted into the Beta where we can associate multiple companies to a deal and use the labels to differentiate between those orgs inside the Deal. However, we need to be able to differentiate between the "primary" company and the other associated co Leer más
Responder Conversación Companies Deals Integrations Professional Sales Workaround Workflows
3 Me gusta
8 Respuestas
mrapolla
Participante
Enero 12, 2022
Thank you so much! All makes sense and this worked for me. Appreciate it.
JordanBlair en Diciembre 02, 2021
How to copy the name of a deal's "primary" company to a custom property?
We opted into the Beta where we can associate multiple companies to a deal and use the labels to differentiate between those orgs inside the Deal. However, we need to be able to differentiate between the "primary" company and the other associated co Leer más
Responder Conversación Companies Deals Integrations Professional Sales Workaround Workflows
3 Me gusta
8 Respuestas
mrapolla
Participante
Enero 12, 2022
Thank you so much! All makes sense and this worked for me. Appreciate it.
Compuware en Diciembre 08, 2016
Track Account User Activity Tracking
Would like the ability to view the account log-in activity of our Sales and Marketing users. Currently we have no way of knowing whether someone is logging into the system and using it or not.
Responder Idea Account Settings
293 Me gusta
82 Respuestas
mrapolla
Participante
Agosto 06, 2018
Is there any word on this feature? It would be helpful to see an activity page on our user's so we can tell who they are corresponding with, cal...Leer más
andyhampshire en Agosto 22, 2017
Grant Users Access to Multiple Teams
We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for. This will allow our support staff to support multiple individuals in a way th Leer más
Responder Idea Account Settings Deals
528 Me gusta
151 Respuestas
mrapolla
Participante
Junio 26, 2018
Yes, we desperately need this feature! Some of our salespeople work under different leaders (i.e. Teams). The current functionality does not cut it. ...Leer más
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