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caroline-thrm
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Member since ‎Aug 1, 2018
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  • Upvotes Given
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caroline-thrm
Participant
September 19, 2019
Reply to Reply or comment on note or a task
Agree! Adding Notes/Replies to the regular text field of the task is messy, manual, hard for other users to see, and subject to too much user error i...read more
caroline-thrm
Participant
February 19, 2019
Reply to Need to bulk associate Activities with a Deal
@BrettCampbell I've also found that Deals created from Workflows or via Integrations don't have any of the auto-associating capability you get when...read more
caroline-thrm
Participant
February 08, 2019
Reply to Add contact and/or company timeline activity to deal from workflow
Yes please! This goes hand-in-hand with my request to be able to select "default" Contact/Company activity associations for existing Deals, since you...read more
caroline-thrm
Participant
February 08, 2019
Reply to Need to bulk associate Activities with a Deal
Thirding! I recently found that when creating a new Deal, you can choose *then* which Contact and Company activities to associate with that Deal by d...read more
caroline-thrm on November 30, 2018
Clone Meeting Links
Other calendar tools I've used have allowed you to clone your own (or your colleagues') meeting links in order to create similar or identical links that might have different names or slightly different details, but everything else is the same. F read more
Reply Idea Meetings
185 upvotes
78 Replies
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