クリエイティブな才能を開花させよう

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!  ...その他を表示

I'd like to be able to control which properties appear on the "card view" in the   Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts   I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.   In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green]) ...その他を表示

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals. ...その他を表示

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.   ...その他を表示

Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics. ...その他を表示

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled.   The current text of the meeting reminder email is: Hello, This is a friendly reminder that we have a meeting booked on: 11 Jun 2018 17:20 EST I look forward to meeting with you, ...その他を表示

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...その他を表示

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.   For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value.   Thanks! Steve ...その他を表示

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks ...その他を表示