Share your questions so we can make your life a little easier.
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Is it possible to mark an Opportunity WON, but still have it OPEN? We like the thrill of marking these project as a winners when we land a deal, but would still like to easily keep them and their budgets in our pipeline until we actually get paid. I tried sorting with status as open and won, but tha...
My emails are syncing and I can see them in the activities on people, opportunities, etc. But my colleagues can’t actually see what I sent - they’re only seeing who the emails were sent to and at what time. How can I allow other users to see my email contents?