Replies posted by CDE

3 Replies

C
Do Gooder (Customer)
CDEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Bookmark for opportunities filtered per month

Up on this topic. Somebody would have an idea?

2
matt.watters
Superhero (Partner)
11 days ago
C
Do Gooder (Customer)
CDEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Merge 2 Accounts CRM - Prospects

Ok, thanks for your feedback Annsje.Let’s wait for us to have it then.

2
C
Do Gooder (Customer)
2 months ago
C
Do Gooder (Customer)
CDEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Display a list of opportunities as representative

Thanks Annjse.This page is actually really interesting as a summary.Is there a way to have shortcut directly to my page Representative360? In our system, when we click on the bookmark, there seems to be no way to add it with a filter towards my name. Hence, when I look for “Representative360” it always comes back on the page of the colleague which is the 1st in the list.Thanks a lot

2
C
Do Gooder (Customer)
3 months ago

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