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giuliastradoni
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Feb 21, 2019
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  • Upvotes Given
    61
  • Upvotes Received
    27
  • Ideas
    2

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Giulia Stradoni

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giuliastradoni on April 21, 2022
Associate only primary company while creating deals from contact workflow
We should be able to choose if we want to associate only the primary company or all the companies of the contact while creating a new deal via workflow. Please add this option to the create record action in workflows
Reply Idea Workflows
26 upvotes
4 Replies
giuliastradoni
Member | Diamond Partner
April 22, 2022
Hi @zeke , Thank you for your reply, I'm glad to hear that your team is activily working on it. Yes please let me know when a closed beta w...read more
giuliastradoni on April 21, 2022
Associate only primary company while creating deals from contact workflow
We should be able to choose if we want to associate only the primary company or all the companies of the contact while creating a new deal via workflow. Please add this option to the create record action in workflows
Reply Idea Workflows
26 upvotes
4 Replies
giuliastradoni
Member | Diamond Partner
April 22, 2022
Hi @zeke , Thank you for your reply, I'm glad to hear that your team is activily working on it. Yes please let me know when a closed beta w...read more
giuliastradoni on September 15, 2021
Change chat widget placement based on different domain
Right now it's not possible to change the chat widget placement based on a different domain. The only way to do this is by creating another inbox but it doesn't make sense. If we could change the position based on different domains and at a chatflow read more
Reply Idea Conversations
1 upvote
0 Reply
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
giuliastradoni
Member | Diamond Partner
February 19, 2021
This integration is very important for Sales Teams, I would like to participate in the Beta program.
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