We would like to be able to associate companies and groups of contacts to multiple other companies that are linked only by the fact that they have been referred to us by the some company.
E.g. Fake Accounting Ltd. referred us 3 clients, who between them have 45 contacts.
We charge on a per... Read more
When clicking on a Contact the main headers are: Note/Email/Call/Log/Task/Meet and the small pencile next to their name pulls up a box to edit name and add a Job Title. Can that Job Title field be changed to Lead Source? Seems silly to me to have that as a mandatory unchangeable field since I... Read more
is it possible to do research within Brazil to create new features for the national market? And another thing: are your focus here in Brazil also medium and small companies? Because the price of you here is high. It is not every company or startup that can hire. And this is horrible! The market... Read more
Attitude of Pitcher Architects and PMs folks need serious review.
They are outright rude and need serious coaching on how to interact with clients.
For many people english is not their native language but still the attitude they show - they should have better diction ( example is aejampul as... Read more
theres a lot of material that i need to archive but don't want to get rid of. is there a way i can save this without it getting in the way of material that i'm using on a daily basis?
I have recorded a 20 minute lesson and I don't want to redo the whole lesson; however, I'd love to use Loom to help provide a link vs. a huge PDF they have to download to view the video. All I see is that you can make NEW videos on Loom. Is there any accessibility to uploading already recorded... Read more
Typing "green cars" in a Seismic doc search gives me hundreds of hits containing "green" OR "cars".
But I want only hits of "green cars" not hits just containing "green" AND "cars" "green cars".
By trial and error in the Seismic search I found that putting a period in the search string between... Read more
Just synchronisation failed when i upgrade my opportunities.
Can we will had a screen to follow all orders received?
Can we have a connection with SAP (See orders, See orders problems
I still see the series in assigned but when I click on the series its completed I have around 20 series assigned to me and its a little hard to figure out which one is completed and which isnt.
At our institution we are using HubSpot to track engagement with clients that we serve in our center. I'm curious how other institutions are using the CRM or Sales tool.
If I log a note in Bullhorn or another CRM, I would like to know how long it takes for the metric to show up in insight squared. This way, I could share the information with the rest of my team as we are always unsure how long it truly takes. 15 minutes or so is what I am thinking.
I record 20+ videos back to back with my phone and then upload them. I'm curious what the quickest/easiest process for this is - perhaps I'm taking the "long way" but sending them to a shared folder on apple photos and then uploading them from my MacBook after converting them.
Hit em Up allows me to create a group text, send one-by-one, customize with name. Unfortunately, it does not allow me to send a video. It only allows a photo. Would love to send a group text with a video.
Bloomfire needs admin permission to be install in android based mobiles. I am not in favour of giving admin access grant but want to use the same in mobile.