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Caleb Caleb

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Recent activity by Caleb Caleb
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    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/...

    1. Community
    2. CRM
    3. CRM Unreferenced Product for Samples

    I use the Pipeline > Products to send customers pricing, but if we have a product that is not in the system it's pointless (usually with tile since so many of our distributors are small and don't d...

    1. Community
    2. CRM
    3. CRM Chat Notifictions

    Like This!

    1. Community
    2. CRM
    3. CRM Unreferenced Product for Samples

    We do not track who has samples but the unreferenced line is definitely an issue we would love to see added to CRM.

    1. Community
    2. CRM
    3. Mobile License Timeout

    YES

    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...

    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...

    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...

    1. Community
    2. CRM
    3. CRM Unreferenced Product for Samples

    I have also run into an issue of not being able to pull a product that is discontinued (therefore B2B has deleted it) but it is still in stock in our warehouse. Not able to put that in as an unrefe...

    1. Community
    2. CRM
    3. Notifications

    Absolutely! Same was true for me with the system I used while working as claims adjuster. Can’t take care of issues if you don’t know that you’re be asked to help. We also need notifications for ch...