We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts.
However, this plugin is currently adding absolutely everyone read more
Our use case:
We have various pipelines, for various sales cycles and sometimes various types of contacts or companies.
The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr read more
It would be useful to have the ability to click into the data presented in tabels when viewing reports. For example, I want to look at all of our First Conversions in a table, I have the ability to look at the names but cannot click to see the conta read more