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We currently use the quote feature as an agreement to begin our process with a new lead, should a client move forward they sign the quote & pay the retainer amount. It would be nice to have a decline option with a optional pop up text box to state why, so that a client can tell us they are opting out.   ... Afficher plus

I have my deals arranged in columns on desktop, each column shows the stage the deal is at. The columns list deals in date order. The mobile app also has the deals in columns, but it's not possible to sort the columns by date, they are just in a random order. This makes the deal view in the app completely useless.   ... Afficher plus

When creating meetings it would be great to have the option to create custom fields for meetings. We could be able to track better results from our meetings and compare the types of meetings we have. I'd also like to be able to set where in the deal pipeline this occured.  ... Afficher plus

It would seem that since Calls give the option to select the Call Outcome, the same functionality would be there for Meetings but it's not. Seems like a simple and needed fix. ... Afficher plus

I sell subscription based services, and to follow that, I have created the following deal stages in my (simplified) pipeline : 1. Opportunity (40%) 2. Started (closed-won) 3. Cancelled (closed-lost) 4. Lost (closed-lost)   The destinction between cancelled and lost is significant, because it allows me to know if a transaction was active for a period of time in the past, or if we never managed to sign it. When I move from started to cancelled, I record a "cancel date". The difference between "close date" and "cancel date" is when the contract was active.   However, in current functionality, as described in this article the close date continues to be updated AFTER the deal has been closed. So when a deal moves from "started" to "cancelled", the close date is erased.   Is there a legitimate use case for this? If not, would it be possible to update the "close date" only when the deal enters a "closed-won" stage, but not when it leaves it?   ... Afficher plus

Hi, I'd like to suggest the idea of enabling creating, posting and getting information from the folder item in 'product library', products component, through integration. The item I'm referring to is a folder, which is possible to create when you select the option 'ACTIONS'. For that to be possible, it would be necessary to have an internal name for the item 'folder', so that we could read it via service. Regards, Lincoln ... Afficher plus

Hi there,   It's great that we can now use the stripe integration alongside the quotes tool for products with recurring payments.    But - we can't use it. This is because we sell packages based on a set number of recurring payments. We don't want to set up indefinite recurring payments, given the nature of our product.    This is the single blocker for us using the quotes tool and it seems like a simple enough fix!   Please just let us set a date at which the payments stop, or set a specific number of increments (e.g. 6 monthly /quarterly / annual payment) that fits the terms of the contract.    ... Afficher plus

Hi,   I noticed that Campaign Monitor has a countdown timer element built into the drag & drop designer. I think this would be a really great idea that a lot of people would like to see.   David ... Afficher plus

Hi team! At the moment, there isn't a way to track the number of times that a SPECIFIC email was opened in workflows.   For instance: if a sequence has three steps: The first email was opened once. The second email was opened twice. We would only want the workflow to create the task after the second email was opened two times.   However, the workflow filter only supports: Any Sequence enrollment And associated Sequence enrollment has all of: Opens is greater than or equal to 2. It doesn't allow us to specify a specific email/step of the sequence.    Thank u! ... Afficher plus