It would really help to get more than just 4 priorities. And also being able to sort your Call Tasks in the calling feature in the sales workspace by...read more
Currently the option "Connected Calls" does not give any value in Workflows, it seems it was only created for Reports. I would love to use that in Workflows as I want to determine the value of contacts based on the number of times they were called read more
If you create a field as synch field and the original field displays values in color, like in a dropwdown menu for example, the synched field should also have the option to display those values in the same colors.
Hey @YarynaB thanks for showing me this, but I do not want to automatically add a line item, but to be able to select one, as every customer can ...read more
Currently it is only possible to add a line item when creating a Deal. I would love to add the line item later in the deal phase, so when I change a deal phase to let's say "Sold" I want to be able to select the line item the customer bought. Curr read more
It would be really beneficial when you are working inside the Salws Workspace and go to "Prepare for Meeting" if you could then see the notes you left on the last 1 or 2 calls you've had with the customer if you open the card on the right. The who read more
Currently the option "Connected Calls" does not give any value in Workflows, it seems it was only created for Reports. I would love to use that in Workflows as I want to determine the value of contacts based on the number of times they were called read more
If you create a field as synch field and the original field displays values in color, like in a dropwdown menu for example, the synched field should also have the option to display those values in the same colors.