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Kcross8787
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Member since ‎Mar 6, 2024
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Kcross8787 on January 13, 2026
Create Permisson for Enabling Prospecting Agent Access
Currently, in order to allow an email to be sent via the prospecting agent. The user needs to go to Settings -> General -> Email -> Enable Agent Access. The issue is, even to have that setting, users must have the following permission read more
Reply Idea Marketing Emails
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Kcross8787
Member
January 05, 2026
Reply to Reassigning tasks when ownership changes
We are running into this issue today. Sales territories were reassigned and tasks from one rep need to be assigned to 3-4 different reps.
Kcross8787
Member
December 10, 2025
Reply to Tasks with NO due date
I would argue that there needs to be an option to keep the date but remove the time as well. Not all tasks are date/time sensitive.
Kcross8787
Member
November 10, 2025
Reply to Marketing emails to secondary email addresses
@JBrenna I'm getting the error, " You have reached the limit for number of private messages that you can send for now. Please try again later.", th...read more
Kcross8787
Member
October 17, 2025
Reply to Permissions for Calls in Dropdown
This is needed to prevent bad actors and loss of data.
Kcross8787
Member
August 05, 2025
Reply to Start Tasks in Tasks Section of Sales Workspace
@HHigbee Thank you for the reply however that beta does not address this submitted idea. The beta continues work on the features noted on the 2nd i...read more
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