Solve360 Discussion Forums

RSS or any kind of reporting for contacts

Feb 22, 2010 08:07am mgold Lyncean 45 posts	Our senior people would like to see what’s going on with our leads in the contacts section just as they are updated on progress in project blogs via RSS/email. I know you guys are working on something. How is it coming? We can’t wait to have it. Thanks!

Feb 22, 2010 12:34pm dave@vm Lyncean 727 posts	A work around for now would be to email them the contact link. Click: Contact, Show Form, then just above the Background is the permalink for the contact or company. While not quite as elegant as the automatic email or RSS, this might work out for you.

Feb 22, 2010 12:40pm Engineering SpecialOps Administrator 3952 posts	Favorites by many managers are the: Workspace > Activity Dashboard > Show activity changes for, and > Show opportunities managed by

Feb 22, 2010 02:28pm adrian@vm Lyncean 352 posts	Engineering SpecialOps - Feb 22, 2010 12:40pm Favorites by many managers are the: Workspace > Activity Dashboard > Show activity changes for, and > Show opportunities managed by this. far and away the best actual management tool i’ve seen in a CRM. i believe you can even send reminders form “show next actions assigned to.“