Hallo zusammen, ich möchte gerne handschriftliche Notizen mit dem iPad machen. Hierzu gab es vor ca 2 Wochen eine Mail von PD, dass dies nun als neue Funktion implementiert ist. Bei mir funktioniert es leider nicht, kann mir jemand sagen wie ich das aktivieren kann? Vielen Dank.
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Hi!
I can bulk upload notes, which is great! But how can I make sure these important notes are getting pinned to the top of the Organisaion, Deal or Contact?
Thank you!
When viewing Deals in list view...
..., there is a gear on the right side of the screen that allows me to select what columns I can display and sort for each deal (Activities to do, Contact person, Creator, Deal Closed on... etc).
There is no way to view/sort the number of notes on any given deal, but it would be nice if there were.
WIthin a Deal there is already a display of how many notes have been entered on it:
Being able to add this value allows us to easily include this as a measurable activity. Our team... (More)
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Notes
Add a lead > contact created > add a deal. Notes from contact are not syncing over to deal. Should they sync automatically? I am having to look at the prospects "contact" file to read notes then back to deal.