Shannon Simmons
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Last activity
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Activity overview
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?
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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 datab...
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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 ne...
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Shannon Simmons created a post,
Exporting Single Deal Information
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 o...
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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 orde...
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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...
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Shannon Simmons created a post,
Being able to create @ Groups for different departments
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.