CRM Android Feature Requests
I think the app needs the following basics to be usable:
Leads need to have a 'Sort by Date' feature. In fact leads seem to be missing the created date and modified date.
Tasks and Events do not link to the Lead or Contact. For example, Task says to 'call lead', but you can't access the lead from the task to get the number.
Leads need to have a 'Sort by Date' feature. In fact leads seem to be missing the created date and modified date.
Tasks and Events do not link to the Lead or Contact. For example, Task says to 'call lead', but you can't access the lead from the task to get the number.
Topic Participants
Paul Kitchen
zohomobilesupport
Douglas douglas.crisafulli
Marek Florczyk
tydwyer01
Sticky Posts
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update