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anniemor
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Miembro desde ‎may 17, 2017
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Anonymous en Abril 28, 2017
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.
364 Me gusta
97 Respuestas
Participante
Junio 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...Leer más
AndyPitre en Abril 04, 2017
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 Leer más
97 Me gusta
62 Respuestas
Participante
Enero 10, 2019
good to have that feature 'in planning'
AndyPitre en Abril 04, 2017
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 Leer más
97 Me gusta
62 Respuestas
Participante
Enero 10, 2019
good to have that feature 'in planning'
KamilaB en Noviembre 29, 2017
For Products as a new feature it would be great to make it possible to import a list of products.
50 Me gusta
30 Respuestas
Participante
Marzo 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...Leer más
Mary_Cheney en Marzo 17, 2017
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 Leer más
85 Me gusta
83 Respuestas
Participante
Marzo 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...Leer más
AndyPitre en Abril 04, 2017
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 Leer más
97 Me gusta
62 Respuestas
Participante
Enero 10, 2019
good to have that feature 'in planning'
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