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Marcel

Beigetreten 24. Feb. 2022

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Letzte Aktivität 04. Juli 2022

Folge ich

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Community-Kommentar Feedback - Reporting and analytics (Explore)

Hi there, any news on this feature?

Kommentar anzeigen · Gepostet 04. Juli 2022 · Marcel

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Community-Kommentar Feedback - Sales CRM (Sell)

Thank you Dave! 

Best,

Kommentar anzeigen · Gepostet 19. Mai 2022 · Marcel

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KommentarSell basics

It should be possible to generate new objects from within the interface, not only from API or custom apps.

My use case (and I guess many other people's) is having the need to create new objects in the already created object structure, directly from the deal. For example, I created a custom object for invoice generation, and I made a relationship to the deal. So it would be nice to create this "invoices" from the Sell interface and store them there.

 

 

Kommentar anzeigen · Gepostet 05. März 2022 · Marcel

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Post Feedback - Sales CRM (Sell)

Hello community, I was searching for a way to manage groups in Sell, and I didn't find any ways. I can only create groups from within the edit user popup, but there's no way to edit or delete groups.

Maybe this could be added to the roadmap? Or anyone knows if it's there already?

Thank you!

Gepostet 28. Feb. 2022 · Marcel

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