Paul Detlefs

Paul Detlefs commented, September 30, 2015 16:48
yes - we need more filters (Organizations, Contacts) in the Mobile App
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Paul Detlefs created a post, September 30, 2015 00:07
Admin User - How to not see all data
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2. Troubleshooting & Tips: CRM
I am the account owner/administrator of our account, which includes 2 other users, a peer and an admin asst. I and the admin asst. are a team, and my peer and the admin asst. are another team. Th...
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Paul Detlefs commented, August 31, 2015 13:09
I agree - need custom fields for tasks
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Paul Detlefs created a post, August 28, 2015 19:17
Best setup for repeating projects for multiple clients?
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2. Troubleshooting & Tips: CRM
I am trying to figure out the best (least setup/work) combination of Organizations, Projects, Activity Sets/Events, and perhaps Pipelines to use to support my business. I do the same set of 6 diffe...
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