Carissa Harrison
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Recent activity by Carissa Harrison-
This is not possible for Enterprise activities. Sales AI will record & summary email threads, meetings, text notes & audio notes. For each of these the app will understand the context and update an...
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Jira tickets: https://ungerboeck.atlassian.net/browse/CRM-7849 & https://ungerboeck.atlassian.net/browse/CRM-7850
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Larissa Propato Right now, Sales AI does not have any awareness of specific lead or campaign sourcing. Sales AI currently records source of the opportunity creation within the application. This is ...
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Andrea Diaz Kowalski I can confirm that we will be providing a tool to import existing EOs, Opps, Events (in a specified status range), into Sales AI so that users will have one place for their pi...
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Dominik Obelöer create a jira and attach it to this post.
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Dominik Obelöer I do not see any other tickets opened regarding checkboxes.
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Edwin Hernandez The application remembers the page state as long as you are logged in. If you are changing a view and it resets that indicates the view has it disabled by default.
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Jillian Stangret This isnt the same issue as initial post, correct? They can still see the field but the presentation of the field has changed? If so, this sounds like a bug. Please create a ticket.
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Andrea Diaz Kowalski It still is only available with Event Opportunities. We are still researching the conversion plans between Opps > EO. Any updates will be communicated to the G2M team/leadershi...
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Minka Verkaar Engineering needs to make these rows editable, its a code change. Please submit as an enhancement request.