Búsquedas recientes


No hay búsquedas recientes

Rami Koivisto's Avatar

Rami Koivisto

Incorporación 16 may 2021

·

Última actividad 22 oct 2021

Seguimientos

0

Seguidores

0

Actividad total

5

Votos

0

Suscripciones

2

RESUMEN DE LA ACTIVIDAD

Última actividad de Rami Koivisto

Rami Koivisto creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Now there is Add a Note in Deals, and that's a great way to keep Deal up to date. However, I would like to have a Notes section to highlight most important Notes.

I know, it would be enough just to make Note starred and filter results, but then it is always required to select in filters what to display.

So, I wish to have Deal highlight (or starred) notes on left side panel, just below the deal value and stage. Then I got all critical information just in one sight and quickly.

Publicado 28 jun 2021 · Rami Koivisto

0

Seguidores

2

Votos

1

Comentario


Rami Koivisto hizo un comentario,

ComentarioSell basics

What a pity! So, twinkle, twinkle, little star, makes me wish there would be unbound Notes too. Surely Notes should have possibility to link certain Deal or Contact. Plus Notes icon on menubar :)

Ver comentario · Publicado 26 mar 2021 · Rami Koivisto

0

Seguidores

0

Votos

0

Comentarios


Rami Koivisto hizo un comentario,

ComentarioSell basics

I wish to add a Smart List with Starred Notes only. It's not so handy to view from Activity Feed as I have all needed on My Dashboard view. Because at times it is more natural for me to have a Note than a Task (in Tasks there is no space for any notes, only name of Task).

Is that possible?

 

Ver comentario · Publicado 25 mar 2021 · Rami Koivisto

0

Seguidores

1

Voto

0

Comentarios