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Marcel

已加入2022年2月24日

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最后活动2022年7月04日

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的最新活动 Marcel

Marcel 进行了评论,

社区评论 Feedback - Reporting and analytics (Explore)

Hi there, any news on this feature?

查看评论 · 已于 2022年7月04日 发布 · Marcel

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Marcel 进行了评论,

社区评论 Feedback - Sales CRM (Sell)

Thank you Dave! 

Best,

查看评论 · 已于 2022年5月19日 发布 · Marcel

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Marcel 进行了评论,

评论Sell 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.

 

 

查看评论 · 已于 2022年3月05日 发布 · Marcel

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Marcel 创建了一个帖子,

帖子 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!

已于 2022年2月28日 发布 · Marcel

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