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Asked a question 6 months ago

Wouldn't it be useful if webform had an option to be manually integrated into organizations and contacts? This would allow the company to choose to connect a new lead to a pre-existing org. and contact as in our case the automatic feature is dirtying our system and connecting to the wrong account.

Yes, give the option for manal!

No, automatic is enough!

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When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field ... added the contact to the activity.

Would you like to see a feature where Organization or Contact person tabs have columns for the deal value beside the ... to a second contact tab? Example:

Would it be useful to have lead nurturing email sequences using templated emails and merge fields? (e.g. drip campaings ... a call is recorded on the deal/contact)

What do you think about creating an organization associated contact person from within the deal detailview? Created ... which the deal is linked to.

Who would like 'New Leads' information to show under the Organisation and Contacts view, just like a Deal does?

Improvement idea for activities calendar view: while generating activity there could be generated automatic header text ... person field or either one selectable.

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Asked a question 6 months ago

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