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anniemor
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Membre depuis ‎mai 17, 2017
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  • Mentions J'aime ajoutées
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Anonymous le Avril 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.
Répondre Idée Deals
359 Mentions J'aime
95 Réponses
anniemor
Participant
Juin 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...Lire la suite
AndyPitre le Avril 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 Lire la suite
Répondre Idée Tasks
97 Mentions J'aime
62 Réponses
anniemor
Participant
Janvier 10, 2019
good to have that feature 'in planning'
AndyPitre le Avril 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 Lire la suite
Répondre Idée Tasks
97 Mentions J'aime
62 Réponses
anniemor
Participant
Janvier 10, 2019
good to have that feature 'in planning'
KamilaB le Novembre 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.
Répondre Idée Products & Quotes
50 Mentions J'aime
30 Réponses
anniemor
Participant
Mars 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...Lire la suite
Mary_Cheney le Mars 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 Lire la suite
Répondre Idée Tasks
85 Mentions J'aime
83 Réponses
anniemor
Participant
Mars 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...Lire la suite
AndyPitre le Avril 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 Lire la suite
Répondre Idée Tasks
97 Mentions J'aime
62 Réponses
anniemor
Participant
Janvier 10, 2019
good to have that feature 'in planning'
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