We need to have multiple teams collaborating on specific issues; for this to work, it would be essential to have a "clone ticket" feature and to be able to associate them, so both owners receive notifications.
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
On the reports dashboard, it is really inconvenient to not be able to click on URL properties (like the website of a contact) in table rows and open them in a new tab. Currently, we need to click on each contact's profile in order to access the URL read more
I would like to be able to copy an existing ticket to carry over the ticket properties as well as the contacts, deal, and company associated with it. We do this manually now and it's time consuming and leaves room for human error. When copied, I wo read more