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Marcel

Adhésion le 24 févr. 2022

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Dernière activité le 04 juil. 2022

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Dernière activité effectuée par Marcel

Marcel a ajouté un commentaire,

Commentaire de la communauté Feedback - Reporting and analytics (Explore)

Hi there, any news on this feature?

Afficher le commentaire · Publication le 04 juil. 2022 · Marcel

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Marcel a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Thank you Dave! 

Best,

Afficher le commentaire · Publication le 19 mai 2022 · Marcel

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Marcel a ajouté un commentaire,

CommentaireSell 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.

 

 

Afficher le commentaire · Publication le 05 mars 2022 · Marcel

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Marcel a créé une publication,

Publication 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!

Publication le 28 févr. 2022 · Marcel

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