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SolarBuyersClub
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Member since ‎May 11, 2017
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NatCase on August 03, 2017
My sales reps REALLY REALLY NEED this feature. They are on the road all day working from their iPads and iPhones, not the luxury of our office desktops. Having to log in to their PC's remotely takes them a lot of time and frustrates them. It's impor read more
149 upvotes
93 Replies
Participant
May 22, 2017
Yes this feature is a must! Our sales reps need to add attachments to their contacts and deals on the go right from their phone. They collect images ...read more
afasnacht on April 21, 2017
There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.
22 upvotes
10 Replies
Participant
May 11, 2017
I agree! There needs to be privacy settings in the file mamanger so my users can only see the files they upload to the system. My sales reps should ...read more
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