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Marcel

Joined Feb 24, 2022

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Last activity Jul 04, 2022

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Latest activity by Marcel

Marcel commented,

Community comment Feedback - Reporting and analytics (Explore)

Hi there, any news on this feature?

View comment · Posted Jul 04, 2022 · Marcel

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Marcel commented,

Community comment Feedback - Sales CRM (Sell)

Thank you Dave! 

Best,

View comment · Posted May 19, 2022 · Marcel

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Marcel commented,

CommentSell 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.

 

 

View comment · Posted Mar 05, 2022 · Marcel

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Marcel created a post,

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!

Posted Feb 28, 2022 · Marcel

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