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Marcel

Data ingresso 24 feb 2022

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Ultima attività 04 lug 2022

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Marcel ha commentato,

Commento nella community Feedback - Reporting and analytics (Explore)

Hi there, any news on this feature?

Visualizza commento · Data ultimo post: 04 lug 2022 · Marcel

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Marcel ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

Thank you Dave! 

Best,

Visualizza commento · Data ultimo post: 19 mag 2022 · Marcel

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Marcel ha commentato,

CommentoSell 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.

 

 

Visualizza commento · Data ultimo post: 05 mar 2022 · Marcel

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Post 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!

Data ultimo post: 28 feb 2022 · Marcel

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