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Community Discussions

  • HubSpot Integration

    When integrating from HubSpot how can we separate contacts by sales rep? We have completed the integration and...

    1 Customer Care Agent Answer 0 Community Answers Apr 17, 2014 09:42AM PDT
  • Daily imports to contact notes?

    I'm looking at switching from another CRM where we are using an API to push user activity into contact notes (...

    1 Customer Care Agent Answer 0 Community Answers Apr 16, 2014 10:17AM PDT
  • Remove a user

    Hi, If an user is on a company account and I remove that user, would they still have access to all the cont...

    1 Customer Care Agent Answer 0 Community Answers Apr 15, 2014 05:11PM PDT
  • Import Messages at setup beyond 90 days?

    I'm testing the trail version. Is there a way to do a one time import of messages older than 90 days when addi...

    1 Customer Care Agent Answer 0 Community Answers Apr 15, 2014 03:54PM PDT
  • Integrating lead gen

    Considering several CRMs- the ones I'm aware of all help you create web forms for lead gen. How does this work...

    1 Customer Care Agent Answer 0 Community Answers Apr 14, 2014 10:24PM PDT
  • graphs of revenue

    How can we display revenue pipeline based on stage and deal in a graphical form? I cant find anyway to displa...

    1 Customer Care Agent Answer 0 Community Answers Apr 10, 2014 05:16PM PDT
  • conacts

    how many contacts/leads can I have with the business account

    1 Customer Care Agent Answer 0 Community Answers Apr 10, 2014 09:23AM PDT

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