Lisa Shoaff
Activity overview
Latest activity by Lisa Shoaff-
Lisa Shoaff commented, Absolutely right. If ERRM has a Staged status, why does the materials have to be in Delivered? Why won't it move the lines to delivered after a Staged pick up? Why would it not allow a partial pi...
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Lisa Shoaff created a post, CRM Sample Check In Window - Allow Sales Associate to see all Samples checked out & link notes to Activities
CRM Sample Check In Window - Allow Sales Associate to see all Samples checked out & link notes to Activities 1. Give Estimator/Sales Roles the ability to see everyone's samples checked out. People...
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Lisa Shoaff commented, I 100% agree!! We are a large retailer, moving to CRM and scheduling these measure blocks of time is extremely cumbersome. Please fix the scheduling time from 1 hour, to flexible times in the fron...