Settings and activity
8 results found
-
1 vote
An error occurred while saving the comment Joss Rodriguez shared this idea ·
-
12 votes
We are extending the functionality to bulk update records.
An error occurred while saving the comment Ability to bulk update fields directly from the platform instead of performing an update by imports
-
8 votes
An error occurred while saving the comment Add deal and company fields to the list of merge tags for email campaigns - as of now, you can only view People fields
-
2 votes
An error occurred while saving the comment Ability to unsubscribe the unsubscribe link that is sent on email campaigns
-
8 votes
-
3 votes
An error occurred while saving the comment Ability to be able to filter using the Name column under Recent Updates - this would make it easier to search for a specific Deal, Company,Person, etc - helpful for when an update cannot be found under Activity feed
-
8 votes
-
26 votes
An error occurred while saving the comment Ability to add Activities and Notes right from the Task that is being selected in the app.
As of now, you are not able to add an Activity and Notes using the app from the task that was selected. In order to add an Activity you must click the + icon and associate it to a person, deal, etc which can create additional steps for the customer.
At the moment, if you are not an executive, you cannot assign, view, edit, calendar events/tasks for other execs