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Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside the signature. Even though there is a phone number field on the user profile, you can't use it as a token within an email. ... Mostrar más

Hi Community,  first of all: Saved sections in E-Mails are a real time saver! Thank you for developing this awesome feature.   To let this feature be more over-the-top it would be a real time-saver if it would be possible to set (and save) smart-rules for each saved section.    Thanks in advance,    Anton ... Mostrar más

It is really needed for you to add rolling date ranges to Custom Builder and Cross Object dashboard creation. Otherwise, this is not acceptable as a sales/CRM tool to observe patterns and trends. Please add this feature, as soon as possible.  ... Mostrar más

When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should!   The trouble is, right now it doesn't.   Custom discounts aren't automatically reflected in the deal value and it's not an option. So in order to keep deals up to date, every time a new discounted quote is produced, a rep has to remember to head back to the deal and update the value manually.   That might be ok once. But doing that multiple times, on multiple deals is setting reps up to fail. What's more, it seems kinda crazy, particularly when product level (i.e. a discounted version of the product) discounts are reflected in the deal value.    So it's not that the value doesn't update. It's that discounts are disregarded despite unqeustionably impacting the value of a deal. How is this intended behaviour?   Sure, we could go in and build out 5%, 10%, 15%, 20% discounted versions of each of our products, but where do we stop? It seems like it would be incredibly confusing and result in an unnecessarily bloated product library, while making the in-quote discounting essentially arbitrary.   The inconsistency adds confusion for reps, extra steps toward managing deals in the pipeline, and will likely result in inaccuracies when it comes to reporting—meaning extra time double checking the values on all deals.   It seems like it would be easily rectified. I suggest either making it standard behaviour for a deal value to sync with the most recent/accepted quote including discounts, or to at least have some option for that behaviour to exist. ... Mostrar más

Make it possible to define a custom property as a unique field.   Meaning when a data is entered into that field, if it exists in another contact it will alert you of that (like it does for the email field) ... Mostrar más

We would like the ability to query the Contacts/Companies API and pass in a property and a string to return a list of potential matches.     ... Mostrar más

Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals. ... Mostrar más

Would love to have the option to bulk assign multiple child companies to one parent company. A good example would be a hotel chain with the main head office and many subsidiaries. ... Mostrar más

In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date" ... Mostrar más