Recherches récentes


Pas de recherche récente

Rami Koivisto's Avatar

Rami Koivisto

Adhésion le 16 mai 2021

·

Dernière activité le 22 oct. 2021

Suivis

0

Abonnés

0

Activité totale

5

Votes

0

Abonnements

2

APERÇU DES ACTIVITÉS

Dernière activité effectuée par Rami Koivisto

Rami Koivisto a créé une publication,

Publication 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.

Publication le 28 juin 2021 · Rami Koivisto

0

Abonnés

2

Votes

1

Commentaire


Rami Koivisto a ajouté un commentaire,

CommentaireSell 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 :)

Afficher le commentaire · Publication le 26 mars 2021 · Rami Koivisto

0

Abonnés

0

Votes

0

Commentaire


Rami Koivisto a ajouté un commentaire,

CommentaireSell 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?

 

Afficher le commentaire · Publication le 25 mars 2021 · Rami Koivisto

0

Abonnés

1

vote

0

Commentaire