Add Leads or Contacts To Events
I couldn't find this specific idea, so maybe there's already a good workaround. However, we frequently generate new leads from our webinars and want to nuture them as a marketing leads before they are qualified and a new contact is created. We would like to see these leads in our marketing eve...
Add Manager Lookup to Contact fields which automatically adds that person to the org chart
Currently there is a Manager text field, but this doesn't integrate with org chart. Any time a manager is added to a contact it should updated the org chart.
Move Reply to email to the email header section.
I checked and didn't clearly see that this idea is out there, but it would be helpful to move the Reply to email over to the email header section. One more than one occasion have our users have changed the From email to the contact owner but have forgotten to change the Reply to email. It woul...
CC Opportunity Owner on Real-Time Emails
The option to CC a contact owner is nice, but often times, our opportunities are not owned by contact owner. Instead they are assigned to our inside sales team who handle generating quotes. When we are sending emails to the contact related to the opportunity, we would like to cc the opportunit...