596 results found
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View deals as cards within a column-based funnel (L>R).
Instead of only being able to view deals as line items in a list, it would be helpful to visualize deals as cards in a column-based grid. This would be helpful for sales reporting meetings, where the funnel could serve as the centerpiece for conversations around pipeline velocity and status. It would be helpful if our team could view each pipeline stage as a column and discuss all deals at that stage. Furthermore, if ripeness could be displayed on each card, that would be stellar. This could be as simple as adding the Age column's value somewhere on the card,…
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test
test
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Ability to Copy deal in a set timeframe
When creating a new deal - Is it possible to enter a rental contacts with a specified rental period, say 24 months. The idea is that the deal repeats in the pipeline on a per month basis. Right now we are having to copy deals per period to achieve the same objective.
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Label of None for currency Field
User would like to be able to select "None" as an option in the currency field, similar to Excel.
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Email Campaigns - update expected behavior
- This is a new issue - previously I could set up multiple bulk mail campaigns and they wouldn't send to the wrong people later
- You're offering a bulk mail service, but then saying that I have to accept that the system will change the list I have selected and the email will be sent to the wrong people - it's frankly not OK
- The only 'solution' you are offering is that I should wait until the end of each 1000 emails and then set up another email, obviously not a reasonable or practical expectation - OR that for each bulk…
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Goals Updates
Team leader/team goals fix
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