Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Ideas & Suggestions
3. Why is completing a task not considered activity?

Hi Steve,  I added your feedback to the  Product Feedback & Requests page. Micah

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• Created July 24, 2015 14:41
• 2 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Opportunities related to specific project

You're welcome, Gal. I've got a question, and maybe I'm misunderstanding you. How will Filtering Opportunities by their Status relate them to a Project? 

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• Created July 24, 2015 14:36
• 0 votes

1. Community
2. Ideas & Suggestions
3. Why is completing a task not considered activity?

I may not be able to tell you the logic of why you cannot view completed Tasks in the Home tab, but we can tell you another place to look :) In order to view Completed Tasks, go to the Reports tab ...

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• Edited July 24, 2015 14:06
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1. Community
2. Troubleshooting & Tips: CRM
3. Opportunities related to specific project

We cannot run reports or filter Opportunities by Projects even if we did link the two together. We may be able to create a custom report which would require us to export the data and use reporting ...

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• Created July 24, 2015 14:01
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. filtering

You should be able to Filter for Opportunities without any issues.  Did you spell the name of the Tag right? What did you put in for the Filter's formula?  If all else fails using the Opportunit...

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• Created July 24, 2015 13:54
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1. Community
2. Troubleshooting & Tips: CRM
3. Starring a Lead does not carry over to other users

You're welcome, Jeff :)

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• Created July 23, 2015 17:58
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Starring a Lead does not carry over to other users

Users can see all tags on the right sidebar, and select the specific tag from there. 

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• Created July 23, 2015 17:48
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. There are leads, opportunities and contacts but where are customers?

You can convert Opportunities into Projects. Then use Projects or Tasks for account maintenance after the sale. If you want to specify that this record is a customer and run reports or filters on t...

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• Edited July 23, 2015 17:44
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1. Community
2. Troubleshooting & Tips: CRM
3. Starring a Lead does not carry over to other users

Jim, Using the Star feature is the same as using the Follow feature, which only works to notify individual users. Jeff's suggestion will be the best way to quickly signify that the lead is interes...

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• Created July 23, 2015 16:27
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1. Community
2. Troubleshooting & Tips: CRM
3. There are leads, opportunities and contacts but where are customers?

Use a custom dropdown field. Label it Type: Customer, Partner, Vendor, etc. 

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• Created July 23, 2015 16:19
• 0 votes