Settings and activity
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63 votes
We are planning to support this in some form. Would be great to hear more about how you’d like this to work. Who would you like to share your notes with? Are there any systems you use for this currently, and what do you like and dislike about them?
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32 votesVice Becker shared this idea ·
We haven't integrated Rapportive with a CRM yet, do you support quick edit for CRMs or does all CRM data read only? Basically if there is a way to add notes to the CRM it'll be automatically shared between all users so no need to add a "Share" feature.
Since we don't have any CRM accounts yet (and couldn't find any demo or info about it) I can't comment on this. But instead of "share", "Add notes to the CRM" feature would be better.