SMB
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SMB criou uma publicação,
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 comentou,
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 comentou,
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 comentou,
Totally can relate/agree!
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SMB criou uma publicação,
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 comentou,
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...