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Marcel

Incorporación 24 feb 2022

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Última actividad 04 jul 2022

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Última actividad de Marcel

Marcel hizo un comentario,

Comentario de la comunidad Feedback - Reporting and analytics (Explore)

Hi there, any news on this feature?

Ver comentario · Publicado 04 jul 2022 · Marcel

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Marcel hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

Thank you Dave! 

Best,

Ver comentario · Publicado 19 may 2022 · Marcel

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Marcel hizo un comentario,

ComentarioSell 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.

 

 

Ver comentario · Publicado 05 mar 2022 · Marcel

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Marcel creó una publicación,

Publicación 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!

Publicado 28 feb 2022 · Marcel

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