This would be very helpful to identify the correct locations and save time with searching! I know that many have mentioned the need to customize the ...read more
I love this idea, much needed! Other databases I’ve worked with allow you to create relationships and map properties from a source record. This featu...read more
I enrolled into the beta for Phone Number validation. I do not see this working on phone numbers that aren't formatting and have the extension writte...read more
Any update on this? I considered restricting access from the non-paid users on all our other templates and granting them access to theirs throug...read more
I have a user that would l like permission to "view" the notes on another user's Forecast Submission. Is this the correct place to edit this? Also, if I change to forecasts their teams own, how does that work with nested teams? I have a ma read more
That's what I have done but would you suggest doing more than marking their Status = Inactive. Maybe opting them out of communication or adding to a ...read more
I have a user that would l like permission to "view" the notes on another user's Forecast Submission. Is this the correct place to edit this? Also, if I change to forecasts their teams own, how does that work with nested teams? I have a ma read more
I would like to clean up our data, specifically with contacts that are no longer with the company that we have in HS, by removing them from the system. However, if the contact was ever associated with a deal, I don't want to remove that historical i read more