Hub Feedback | Decile Base

Community Member

May 03 at 05:57 pm

Following up on our call, when I am on the phone with an LP I want to be able to look at their record, see which documents they have looked at and even the pages and time per page that they viewed.

This is the value of integrating the Docsend functionality into your CRM system.

Right now that information is only available the other way - by looking at files and their activity.

3 replies

19:39

Community Member

May 03, 2024 at 19:39

@Michel Friedman Integration of docsend will likely not occur as we build out our documentation management. However, @Robert Nipshagen shared your feedback on stats. I think this is a good enhancement to provide to the activity tab of a person to expand the activity item of "file viewed"

19:42

Community Member

May 03, 2024 at 19:42

By "Docsend functionality" I mean DecileHub's document display functionality, not integration with DocSend.

19:46

Community Member

May 03, 2024 at 19:46

appreciate the clarification. yes, it's definitely a strong execution of document display.

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Following up on our call, when I am on the phone with an LP...

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Following up on our call, when I am on the phone with an LP...

Log In or Sign Up

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