SMB
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SMBさんの最近のアクティビティ-
SMBさんが投稿を作成しました:
Set Notifications for All Users.
As an Admin role, we need to be able to have more control about universal notifications. Such as when a deal reaches a certain phase, or created or closed. That currently has to be set per user. Th...
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SMBさんがコメントを作成しました:
The is definitely going to be a huge item when it comes to renew. This functionality is a basic staple amongst the competitors.
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SMBさんがコメントを作成しました:
Hi Marie, Thank you. However this was not about reporting, but have default dashboards within Sell for certain groups with specific smart lists. While Explore does solve for reporting, we are most ...
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SMBさんがコメントを作成しました:
Totally can relate/agree!
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SMBさんが投稿を作成しました:
Create Dashboards for Groups/Teams
In most CRMS/Account Management Tools, such as Salesforce, Hubspot and Client Success, you can create a dashboard for certain teams. Its much easier for me as an admin to go in and create what we k...
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SMBさんがコメントを作成しました:
Yes I totally agree to the above item. I dont want to send a dashboard. I need to be able to schedule an excel file out to certain email address for individuals, that are not in ZD.. nor do they ne...