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anniemor
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Member since ‎May 17, 2017
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Annie Morisco

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Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
359 upvotes
95 Replies
anniemor
Participant
June 17, 2019
I agree. We are in a B2B business and people move to different companies and we definitely need to keep history in the CRM not lose the contact hist...read more
AndyPitre on April 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor read more
Reply Idea Tasks
97 upvotes
62 Replies
anniemor
Participant
January 10, 2019
good to have that feature 'in planning'
AndyPitre on April 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor read more
Reply Idea Tasks
97 upvotes
62 Replies
anniemor
Participant
January 10, 2019
good to have that feature 'in planning'
KamilaB on November 29, 2017
Import Product List in Sales Pro
For Products as a new feature it would be great to make it possible to import a list of products.
Reply Idea Products & Quotes
50 upvotes
30 Replies
anniemor
Participant
March 22, 2018
- I have 12 000 products so as it is this product functionality can't be use as the quote has to be done elsewhere - how will sales use the opportuni...read more
Mary_Cheney on March 17, 2017
Task Priority Status
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca read more
Reply Idea Tasks
85 upvotes
83 Replies
anniemor
Participant
March 08, 2018
HS team, please do something on Task priority Priority in the task is crucial for sales team, and queues are unfortunately not a solution to the pro...read more
AndyPitre on April 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor read more
Reply Idea Tasks
97 upvotes
62 Replies
anniemor
Participant
January 10, 2019
good to have that feature 'in planning'
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