Las grandes mentes piensan igual

Currently, the first deal stage in the pipeline is always set as the default deal stage when deals are created. Would like to have a feature to disable this so that there is no default deal stage selected when deals are created.  ... Mostrar más

Es würde den Arbeitsprozess vereinfachen, wenn es eine Einstellung gibt die Leads deckelt. Sprich: Wenn ein Mitarbeiter neue leads bekommt und diese noch nicht bearbeitet wurden, sollen keine neuen Leads mehr diesem Mitarbeiter zugeteilt werden sondern die nicht bearbeiteten Leads einfach auf allen Mitarbeiter aufteilen. ... Mostrar más

Für die Angebotserstellung wäre es von Vorteil, wenn es ene Funktion geben würde wo der Rabatt automatisch aufgerundet wird. ... Mostrar más

Background - we do a lot of revigin prospects and clients marketing engagements with our sales team, and assign follow up tasks for people where appropriate.   At the moment, this is quote cumbersome to do in a consistent manner - to make sure tasks have the same title strcuture, so we can easilty track effectiveness.   One thing that would be really useful is the ability to create shortcut buttons. These could be set up to create a task using preset titles, it could be to add contacts to a particular list, or to trigger a workflow. It would allow us to customise some of the most frequent actions that we take on records, all with one click ... Mostrar más

Currently, a task queue can only be managed by the user that creates the queue. I would like to, as a super admin, to create task queues and assign to a team lead to manage it. This way, I can set up the basic rules and any workflow outcomes, but the team lead can add teams and users to the task queue as they see fit. ... Mostrar más

When openign an attachment (for example a PDF offer) the file opens in a preview window. Would be better to open the attachment in a popup.  ... Mostrar más

I see that hubspot does track what i want (open rate) in the Sequence I just want that in an active list so I can trigger reminders and workflows with it.   ... Mostrar más

I want to be able to add customized default times in tasks. Currently, we have today, tomorrow, in 3 days, 1 week, 1 month, 3 months and 6 months. I want to add 2 months and be able to update it anytime we see fit. ... Mostrar más

While working on numerous conversations simultaneously (All open), it would be great if those assigned to me appeared in a different color. For example, the conversation I am working on is highlighted with a light blue and a blue line.   It would help if the rest of the conversations assigned to me appeared in a specific color so I could switch between them without misclicking on other convos, assigned to colleagues. ... Mostrar más