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René Michaels

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Latest activity by René Michaels
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    René Michaels commented,

    Possible workaround ... Email Alias = info@xxx.com  Licensed Sell User = joe@xxx.com Scenario: Joe receives an email sent to the alias info@xxx.com, Joe replies from info@xxx.com AND copies himself...

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    René Michaels commented,

    I am aware, but you cannot specify required fields when a new Deal is created. You can only do it in a "Stage". Not all deals start in the same stage. We'd like to be able to add required fields ju...

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    René Michaels commented,

    How do we make the "Deal Value" a required field when adding a new deal?

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    René Michaels commented,

    Ah, the smartlist bulk reassign option is what I needed, thanks!

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    René Michaels created a post,

    How Do I Reassign Users in Sell?

    Answered

    I had an employee leave the company. I'd like to assign all of that person's data to a new employee. How to I assign all data from one user to another?