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NDooly
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Member since ‎Jul 17, 2024
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Neal Dooly

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NDooly on November 28, 2024
Snippet
Hi Is there an option to turn off the "create a snippet" prompt? Tks, Neal
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NDooly
Participant
November 12, 2024
Reply to Create custom activity types
Hi, I use the starter edition. I'd like to be able to be create a custom activity (ie Log a demo). Make it happen...please 🙂
Solved
NDooly on November 12, 2024
Activity
Hi I'd like to create the activity option to "Log demo" on a contact. I'm on the starter subscription. Thanks, Neal
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Solved
NDooly on November 01, 2024
Date Range Last 4 weeks or last 30 days
Hi I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this? Tks, Neal
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NDooly
Participant
August 07, 2024
Reply to Next step Property
I lead the sales function, so this property (with text) allows me to get an brief overview of the specific next steps on each deal without having to ...read more
Solved
NDooly on August 07, 2024
Next step Property
Hi I'm looking to create some best practices in my CRM. For all open opportunites, I'm asking sales to update the "next step" property as follows: "initials, date of entry & next steps of the deal". For example. "ND, 07/08, Demo on 25/08". read more
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