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Darlene Moore

Joined Jul 19, 2023

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Last activity Jul 20, 2023

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Latest activity by Darlene Moore

Darlene Moore commented,

CommentWorking with leads and contacts

Absolutely! I would love more customization to remove defaults in all versions. We're doing our document insertion manually for now so we don't lose anything. We're in the basic version for now so we know that there are many enhancements in the other versions but we're at the evaluation stage where we are determining exactly what we want in those enhancements before we upgrade to the next level. For now, I have my team unchecking that box for creating a deal so we get the documents where we want them. 

Another thing I'd like to see is refreshing the calendar events and tasks real-time from Gmail to Sell and back. It takes 15 minutes for the refresh to happen. I can do a manual refresh but that's hit and miss mostly.

Thanks for your input!

View comment · Posted Jul 20, 2023 · Darlene Moore

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Darlene Moore commented,

CommentWorking with leads and contacts

Thanks, Matthew, but disabling a function in leads isn't helpful because in our case, we add documents during the sales process prior to contract signing so those documents give us a history, telling a story of what happened, and these documents include meeting notes and such. We NEED to be able to add documents in leads and have them come over in the Contact at conversion. In my search for the answer to this question, I did discover that if I have the box checked next to Create a Deal in the conversion dialog box, the documents get put in the Deal, not the Contact. I can get to them through the Contact which at least allows me to get them and not lose them altogether. Please don't disable the document function in Leads. Some of us, I'm sure, really use that function and need it. Thanks!

 

View comment · Posted Jul 20, 2023 · Darlene Moore

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Darlene Moore commented,

CommentWorking with leads and contacts

I added documents to a Lead but when I converted it to a Contact, the documents DID NOT come over with the Lead. Why is that not happening? What happens to the documents when converting to a Contact? Where do they go? We have lots of documents we add to Leads before we ever convert to Contacts and now I have to add them to the Contact when converting which is double the work. Makes no sense to me. When you convert Leads, the documents should be carried over as well.

View comment · Posted Jul 19, 2023 · Darlene Moore

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