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Caleb Caleb

  • Total activity 90
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Activity overview

Latest activity by Caleb Caleb
  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. Link Multiple Quotes

    Crickets...

  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. Moderator/Community Activity

    I agree. Especially with no updates to CRM in over a year at one point. I'm not sure what the timing was between the last update, but man, that is evidence that the issues discussed here are not be...

  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. Link Multiple Quotes

    Beuhler….? Where are you at on this RFMS? Should also be able to create a lead in CRM from a quote that has no measure file. Not everything needs to be done the way programmers want it. CRM needs t...

  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. Mobile License Timeout

    YES

  • Caleb Caleb created a post,

    Auto-create CRM Lead Option From All Quotes in RFMS Core/Mobile

    1. Community
    2. CRM

    We need an option for every quote that is not already linked to CRM/Measure to automatically create a lead in CRM so that numbers line up directly with the Business Insights/Core. Things like windo...

    • 1 follower
    • 0 comments
    • 1 vote
  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. KPI Tracking

    This would be great. Also need an option for every quote that is not already linked to CRM/Measure to automatically create a lead in CRM so that numbers line up directly with the Business Insights/...

  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. Chats Thread in Dashboard

    I don't see how we can really use this chat function without losing track of responses. You have to go all the way into each lead and look at the chat tab to see if there's a message. Notifications...

  • Caleb Caleb created a post,
    Completed

    Chats Thread in Dashboard

    1. Community
    2. CRM

    It would be nice to have the option to have a place in the CRM Dashboard to show all of the chats available at a glance just like a phone's texting app. 

    • 1 follower
    • 1 comment
    • 3 votes
  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. Schedule

    Yes please!

  • Caleb Caleb commented,
    1. Community
    2. CRM
    3. CRM Cut & Paste

    This would be a great addition to CRM.  I have a customer that just sent me a "Dropped Pin" for a maps app and I will have to hope to copy and paste it correctly. Also the link is dead in CRM so it...