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Shannon Simmons
Joined Apr 15, 2021
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Last activity Dec 28, 2022
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Latest activity by Shannon Simmons
Shannon Simmons commented,
Am I able to export a single deal and all of the notes and communication within that one deal?
View comment · Posted Dec 28, 2022 · Shannon Simmons
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Shannon Simmons commented,
There needs to be an option to disable the hierarchy. I enabled it for testing purposes and now there are certain user restrictions. For instance, not all users see all of the contacts in our database, even though I changed the settings for them to view all contacts.
Also, not all of our users have the ability to merge any contacts. We need this fixed and/or reversed as soon as possible and the support person I talked with was not being helpful. Their response was simply "only an admin has the ability to merge or be the owner of the account" when I am one of the admins. I made one of my colleagues the "topmost manager" and now I don't have the ability to merge contacts.
Again, we just want to disable the hierarchy because it is restricting all the user's settings.
View comment · Posted Apr 26, 2022 · Shannon Simmons
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Shannon Simmons commented,
Being able to export single Deal/Contact/Lead notes/communications would also be VERY helpful for us as well for reasons such as potential litigation, preparing for meetings, as well as training new employees getting them accustomed to new deals.
View comment · Posted Nov 09, 2021 · Shannon Simmons
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Shannon Simmons created a post,
It would be helpful to be able to export any communication, notes and/or history within one deal/contact or lead. Some of our deals last for 2-3 years and I had to keep scrolling and wait for all of the communication to load, then go through and extend each email or note that wasn't being shown in full and then copy and paste into a document. There should be an option to export that information just as easy as it is to export a smartlist. We couldn't use a smartlist because Notes or communication within a deal are not fields that are able to be pulled.
One reason this feature might be helpful is potential litigation although I'm sure there are other reasons as to why it would be beneficial for other companies.
Posted Jul 02, 2021 · Shannon Simmons
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Shannon Simmons commented,
Hi Ivan,
My company had to make a smartlist of all the deals in the original first stage and save that list so you can easily find and change them to the correct stage. Then you add/change the order of stages. When you go back to the saved smartlist, at the top there should be a button to "Move to Stage" and you can move the original first stage deals to the appropriate one.
Hope this helps!
View comment · Posted Jun 09, 2021 · Shannon Simmons
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Shannon Simmons commented,
Can I add a stage in front of our first stage? Right now our pipeline starts with Qualified, but we have some iffy qualified deals from the migration that are marked as Qualified but are really TBD's.
View comment · Posted Mar 05, 2021 · Shannon Simmons
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Shannon Simmons created a post,
This would be helpful when deals are in certain stages through the pipeline and when you need to update certain team members. Rather than having to type their names individually, create @ groups.
Posted Feb 17, 2021 · Shannon Simmons
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