thank you but it's not helping at all, 1- with the new view of the leads there's no direct access to SAles workspace. 2. Even if the company is pr...Leia mais
hi we are testing the new LEADs view and we don't know why when we associate a contact from the LEAD view it's not recognized in the workspace. we cna't associate any label directly from this view. this oblies any sales teams to go to the workspa Leia mais
hi, i have seen that it's not possible to attach a docuemnt when a meeting is created through scheduled meeting is not possible to add file. when this option will be available?
hi, please, can you explain how the search works for contacts? we have detected issues when searching for contacts in the log meeting section: 1- when you search in Contact objects, just typing 3 digits we get a clear list of results and the dea Leia mais
hi, we try to add the playbook to a scheduled or already logged meeting but it doesn't offer the option. this is important for us, as we pretend to create the meeting report from a schedule meeting, and do not log a new meeting i remember having d Leia mais
hi we are testing the new LEADs view and we don't know why when we associate a contact from the LEAD view it's not recognized in the workspace. we cna't associate any label directly from this view. this oblies any sales teams to go to the workspa Leia mais
hi, what is the purpose of adding contacts when you see the lead in workspace. even if the company has associated contacts they don't appear there, and if i add the contacts, i still have to assign the contact, as it don't appear in the lead line. Leia mais
it would be interesting to create a task from a scheduled meetings. we will use the scheduled meeting to add the comments / results from this meeting, and it would be interesting that we could create a task directly from there, the same as we can Leia mais
hi, i have seen that it's not possible to attach a docuemnt when a meeting is created through scheduled meeting is not possible to add file. when this option will be available?