Steve Motter

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  1. 5 votes

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    3 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Steve Motter commented  · 

    For us sales folks that get behind on our activities uppdates, it'd be great to be able to "batch update" them from non-complete to complete!

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  2. 50 votes

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    gathering requirements  ·  8 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Steve Motter supported this idea  · 
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    Steve Motter commented  · 

    To take from the old efficio playbook..how do we log a REOCCURING activity? example: Send bill on the LAST day of each month. Change COPY on the FIRST day of each month...Right now, process is TOO slow for an AE on the go to enter each one seperate.

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