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Zoki887
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Member since ‎Jan 14, 2021
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Activity

SteveJenns on March 06, 2017
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 anoth read more
1042 upvotes
312 Replies
Member
September 09, 2021
This is really a must have in any CRM.
paytek_haley on December 22, 2020
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more
Member
August 18, 2021
This is a must have
Leadstreet-M on July 15, 2020
Hi, there are already similar ideas raised, but most of them target the need to exclude bank holidays or company closing days when actually sending an email from a sequence or workflow. For this an admin would have to be able to add these closing read more
108 upvotes
27 Replies
Member
May 10, 2021
This is a must have
jrwthetreegroup on November 29, 2018
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
274 upvotes
98 Replies
Member
February 04, 2021
This seems like a must have for a Funnel report to function properly.
Mr_E on October 18, 2017
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
190 upvotes
84 Replies
Member
January 20, 2021
This needs to be added as it is a neccesary feature for any large orginsation with large teams. Its key in order to be able to view dashboards & ...read more
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