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mikelocalfluenc
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Member since ‎Feb 9, 2019
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Mike Wille

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Activity

jmclaren on November 25, 2019
Announcement: Deals now support merging
What’s happening Deals are central to a CRM. Businesses need to be sure of what the state of their pipeline and closed business is. Deals hold information about completed sales and potential future ones. Because mistakes happen, we are releasin read more
Reply Discussion Announcements
5 upvotes
11 Replies
mikelocalfluenc
Participant
July 20, 2020
It's great that merging deals is possible but man this really **bleep** to not be able to do it via the API. I would rather be able to do it only v...read more
VagaeNatus on September 12, 2017
Custom Objects
We need the ability to create custom objects to represent the reality and link them to currently existing objects (contacts, companies and deals). Like in Salesforce and Zoho...
Reply Idea Contacts & Companies Deals Sales Reporting
80 upvotes
26 Replies
mikelocalfluenc
Participant
October 17, 2019
I would really really love this as well.
megheusel on May 09, 2019
Sales Sequence Emails - Lock Editing
We are running into issues with our Sales team having the ability to edit emails within Sequences that are used by a team. When a user copies a template, makes customization and goes to save, the "Update Template" button is listed first. This will u read more
Reply Idea Sequences
29 upvotes
13 Replies
mikelocalfluenc
Participant
September 26, 2019
This creates so many problems for us too. Sales reps clone a sequence and then start changing the templates and completely screw it up for everyone e...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
542 upvotes
229 Replies
mikelocalfluenc
Participant
February 09, 2019
We absolutely need this as well. It's like Hubspot can check the box on having contscts, deals, and companies but you didn't know why you were doing ...read more
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