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Rami Koivisto

Data ingresso 16 mag 2021

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Ultima attività 22 ott 2021

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Rami Koivisto ha creato un post,

Post 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.

Data ultimo post: 28 giu 2021 · Rami Koivisto

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Rami Koivisto ha commentato,

CommentoSell 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 :)

Visualizza commento · Data ultimo post: 26 mar 2021 · Rami Koivisto

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Rami Koivisto ha commentato,

CommentoSell 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?

 

Visualizza commento · Data ultimo post: 25 mar 2021 · Rami Koivisto

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