Recent content by valdezmario

  1. V

    Set up so reps only see their own contacts and accounts

    Hello can I set up the CRM so that reps can only see their own contacts and accounts and not have access to or see other rep's contacts and accounts. Thank you.
  2. V

    Can I see how many calls my reps made?

    Hello, Is there a way for me to see how many calls my reps made for a particular time period? Today, this week, last week, etc?
  3. V

    Link email templates to crm fields

    Hello, Is there a way to link email templates to CRM fields? For example, can I show a contacts company name in the email and have that fill in for each contact from their account name in the crm?
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