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Joel Gray

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jg2703 on May 28, 2024
Could we please have an option to reorder association lists (i.e. on the right sidebar on desktop, or the Associations tab on mobile) dependent on a specific object property? i.e. Contacts that have a custom property 'Status' that is set to 'Dea read more
PedroVV on June 21, 2018
My sales representative asked me to log a meeting for him, how can i log this and assign to him?
13 Replies
May 14, 2024
Frank - the issue for us is logging the meeting, not scheduling a future meeting that then invites the contact...
SvanHooydonk on November 16, 2023
We need to have the ability to log meetings on behalf of other users. In my team's situation, we have five sales team members whose logged meetings are part of our reporting and accountability. We have a sales admin team member who helps them comple read more
1 Reply
May 14, 2024
jfrancis14 on January 13, 2022
Currently, you aren't able to log a call or a meeting on a deal when it is assigned to someone else in the company. As multiple people work on the same deal this functionality would be useful to have to save having to use the notes functionality read more
9 Replies
May 14, 2024
We really need this. You can book (schedule) a meeting with a different host, but this doesn't help when it's previously completed by a rep and the more
katie_cort on January 20, 2021
The problem right now is that on the mobile app, custom objects are read only, and cannot be edited. Additionally, contacts cannot be associated with custom objects from the mobile app. For a business where the custom object may be properties, or r read more
24 Replies
January 03, 2024
+1 for the associations of activities to custom objects, on Android at least this isn't possible - the object just doesn't show in the tabs
Function_Dan on July 23, 2021
It would be great to associate Activities with Custom Objects. For example, if we send an email to a contact associated with a custom object - we aren't able to view within a custom object which emails have been sent to individuals associated with t read more
11 Replies
January 03, 2024
This is an issue for us especially on the Android app. I may be wrong, but it works fine on desktop?
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