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scotts
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Member since ‎Jun 15, 2017
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scotts on July 19, 2017
Forms for the Sales side
Everything I see for forms has to do with the Marketing side. I want to create a form on the sales side of things so everytime a new contact is created the form that needs filled out is there. This way the person taking the call knows all the inf read more
Reply Discussion
1 upvote
1 Reply
Bryan on June 16, 2017
Minimum/Maximum Number of Characters in a Field
Ability to require minimum/maximum number of charcters in a form field. This would prevent users from entering a "space" to get through the required field. My application is for a zip code, where the user must enter 5 characters.
Reply Idea Forms
146 upvotes
63 Replies
scotts
Participant
June 16, 2017
I like this concept. If you could control the format of a field as well for things like phone numbers. This way everything is entered the same way ...read more
AndyPitre on April 04, 2017
Search contacts, companies and deals by custom properties
We need the ability to search (not filter) based on custom properties. Use case: I am speaking with someone on LinkedIn and need to find them within the CRM. Her name and email do not give the correct results. If I could search her by Li read more
Reply Idea Contacts & Companies
77 upvotes
44 Replies
scotts
Participant
June 15, 2017
I feel you should be able to type any info in the seach bar for a contact and have it seatch all contact properties, better to have a small list to l...read more
roarkjanis on April 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of read more
Reply Idea Deals Sales Email Extensions & Add-Ins
182 upvotes
84 Replies
scotts
Participant
June 15, 2017
I feel this is a must have for anyone that has multiple deals for a specific client. We have a lot of repeat customers, to sort thru a timeline and ...read more
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