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Support » Forum » Valentin Grigoryevskiy
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Deal Template
Nick, hi,
I'm talking about saving default values for existing parameters - not about adding new ones.
Automatically relate an Activity to a Company and a Contact, to which a Deal is related to, If an Activity is related to a Deal, automatically relate an Activity to a Company and a Contact
If an Activity is related to a Deal, automatically relate an Activity to a Company and a Contact, to which a Deal is related to.
Either when navigate to a Company/Contact's Activity, additionally show Activities, which are related not directly to this Company/Contact, but indirectly through a Deal, if it is set for an Activity.
Create CRM Entities from Social Networks, Create Leads/Companies/Contacts/Deals Facebook/Twitter/LinkedIn/Medium
Create (automatically and manually) CRM Entities (Leads/Companies/Contacts/Deals) from Social Networks' (Facebook/Twitter/LinkedIn/Medium) Entities (Pages/Likes/Comments).
The most required option - is to create Company/Contact from LinkedIn Page.
Use Workgroups/Projects as an umbrella for more Entities, Relate Deals/Quotes/Invoices to Projects
Use Workgroups/Projects as an umbrella for more Entities.
It is a bit strange that Activities can be related to a Project, but Deals/Quotes/Invoices cannot.
Projects are a very cool thing when you have few of them and you need to manage access for team members.
Deal Template
Provide an ability to create Deal Template with prepopulated params (just like it is done for Tasks).
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