Author: Chris Altomare. I am reaching out to the community for help since the help desk, unfortunately, has not been helpful. After numerous messages back and fourth, sharing screen shots over and over again (sometimes the same ones), waiting days for a response....I hope someone else has resolved this issue
Email integration in the CRM
To track emails in the CRM, as I see the following 4 options:
1) You can manually log an email but, this will only make an entry in the History section and not track...
Author: Alexandre Gonçalves. Hi,
We need to make a report to see how many Leads we have for each product in CRM.
But in the Report we can not put the product as a criterion of analysis?
How can we make this report?
Автор: Richard Duff. I cannot find a simple contact report for a company / contact / lead or deal where the details of the contact name and address and brief details can be printed out to include names at the contact company deals outstanding etc.
This is the sort of thing needed to print out as a summary to take to a client meeting so you can quickly refer to the details required. even if you simply want the name and address of the company and the names of the contacts you are meeting - I cant...