Do you want a "SEARCH BAR" to search inside a single deal.

Larry Lieberman
Larry Lieberman Member Posts: 8 VERIFIED MEMBER
edited February 15 in Sales CRM #1

Do you want a "SEARCH BAR" to search inside a single deal. Only returns matching items for anything attached to a single deal.

Answers

  • Michael Fleury_11023
    Michael Fleury_11023 Member Posts: 10 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Likes Photogenic
    edited February 2022 #2
    It's already possible tu use CTRL+F (PC) or CMD+F (Mac)
  • Larry Lieberman
    Larry Lieberman Member Posts: 8 VERIFIED MEMBER
    edited February 2022 #3
    @Michael Fleury Thats a good work around, thanks. You have to pan down so all your email history opens but it gets the job done. Again thanks!
  • Tobhiyah Green
    Tobhiyah Green Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited March 2022 #4
    This would be especially helpful if the history also showed when activities were changed, by who and when. Especially if they were deleted and could be restored.