Vor Kurzem aufgerufene Suchen


Keine vor kurzem aufgerufene Suchen

Rami Koivisto's Avatar

Rami Koivisto

Beigetreten 16. Mai 2021

·

Letzte Aktivität 22. Okt. 2021

Folge ich

0

Follower

0

Gesamtaktivitäten

5

Stimmen

0

Abonnements

2

AKTIVITÄTSÜBERSICHT

Neueste Aktivität von Rami Koivisto

Rami Koivisto hat einen Post erstellt

Post Feedback - Sales CRM (Sell)

Now there is Add a Note in Deals, and that's a great way to keep Deal up to date. However, I would like to have a Notes section to highlight most important Notes.

I know, it would be enough just to make Note starred and filter results, but then it is always required to select in filters what to display.

So, I wish to have Deal highlight (or starred) notes on left side panel, just below the deal value and stage. Then I got all critical information just in one sight and quickly.

Gepostet 28. Juni 2021 · Rami Koivisto

0

Follower

2

Stimmen

1

Kommentar


Rami Koivisto hat einen Kommentar hinterlassen

KommentarSell basics

What a pity! So, twinkle, twinkle, little star, makes me wish there would be unbound Notes too. Surely Notes should have possibility to link certain Deal or Contact. Plus Notes icon on menubar :)

Kommentar anzeigen · Gepostet 26. März 2021 · Rami Koivisto

0

Follower

0

Stimmen

0

Kommentare


Rami Koivisto hat einen Kommentar hinterlassen

KommentarSell basics

I wish to add a Smart List with Starred Notes only. It's not so handy to view from Activity Feed as I have all needed on My Dashboard view. Because at times it is more natural for me to have a Note than a Task (in Tasks there is no space for any notes, only name of Task).

Is that possible?

 

Kommentar anzeigen · Gepostet 25. März 2021 · Rami Koivisto

0

Follower

1

Stimme

0

Kommentare