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John Henis

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  1. Adding Activity Options

    2 votes

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    2 comments  ·  Matrix » Activities  ·  Admin →
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    John Henis shared this idea  · 

  2. Manager Notes Notifications for Reps

    3 votes

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    1 comment  ·  Matrix » Sales Intelligence  ·  Admin →
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    John Henis commented  · 

    It would be AMAZING if on the clients page there was a place for mangers to put notes that only they can see and a place where both manager and rep see so that there are clear next steps. I need to put notes private to the manager about discussions with the rep so that there is precise follow up and next actions

    John Henis supported this idea  · 

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