Brad Robson
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53 votes
An error occurred while saving the comment An error occurred while saving the comment Brad Robson commentedThanks Alex, glad you liked the idea. The key point is having the "big 3" things that I want to know as a sales person front and centre. So either at the top of the stream or to the right bar isn't important (as long as its on both the app and desktop). My though was the top of the stream simply because that's front and centre, and straight where the eye goes as soon as you open up the contact.
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84 votesBrad Robson supported this idea ·
Hi Alex, I may not be the sharpest tool in the shed however I just jumped on and I can't find "smart categories" anywhere. If this function is doing the job - awesome!! Would you consider moving it to make it "front and centre"?