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  1. Have the ability For Admins/Exec's to turn off notifications when creating goals for others. Now the system sends out notifications to what feels like every user in the platform.

    1 vote

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    Open  ·  0 comments  ·  Goals  ·  Admin →
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  2. When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself, not just in the email notification.

    11 votes

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  3. For example, let's say we close a deal that yields 100k in each of FY23, FY24, and FY25. The ideal state would be to forecast a single opportunity so that the 300k total deal value is split between the three financial years in our revenue forecasting.

    1 vote

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  4. Add columns for the primary contact next task in the deals list.

    1 vote

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  5. It would be great if we could add additional filtered/saved Pipeline views to our dashboard to allow us to see the details of each Pipeline on the page without requiring that we update the filters.

    1 vote

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    Open  ·  0 comments  ·  Dashboard  ·  Admin →
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  6. Ability to cascade relationships OUTSIDE of multiple/single associations.

    1 vote

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    Open  ·  0 comments  ·  People  ·  Admin →
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  7. As an admin I would like to send a custom email notification to all users in the account.

    1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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  8. 1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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  9. 1 vote

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  10. Ability to be able to filter using the Name column under Recent Updates - this would make it easier to search for a specific Deal, Company,Person, etc - helpful for when an update cannot be found under Activity feed

    1 vote

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  11. When the Company field is updated on a Deal, this should be reflected in the Activity feed as well

    1 vote

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  12. When he enters a person into the system, the workflow should be that the person is a lead and then he/she turns into a contact. Kenny would like the default to be a lead and then he should have to select "Contact" once the lead has been nurtured into the relationship state of contact.

    1 vote

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    Open  ·  0 comments  ·  People  ·  Admin →
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  13. Allow Admins users to be able to view who has their email sync on

    1 vote

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    Open  ·  0 comments  ·  Email  ·  Admin →
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  14. 1 vote

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    Open  ·  0 comments  ·  Collaboration  ·  Admin →
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  15. 1 vote

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    Open  ·  0 comments  ·  Integrations & API  ·  Admin →
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  16. When you complete a Task you notify a Team Member that you completed it with a simple a pulldown and clicking their name. I assign tasks to team members, and now they have to go and create an Activity which is an extra step.

    7 votes

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  17. Have the option to bulk retry on emails where campaign failed to send

    1 vote

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    Open  ·  0 comments  ·  Email  ·  Admin →
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  18. Currently, the Win Ratio is a % of Won Deals divided by Won Deals plus Lost Deals. For many sales teams, in my case Painting estimators, we are interested and track our sales people's Win Ratio on a weekly and monthly basis.
    It would be more useful is the ratio was a simple % of Won Deals versus Total Estimates Given.

    2 votes

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    Open  ·  0 comments  ·  Dashboard  ·  Admin →
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  19. You should enable email notifications for tasks, not only for events.

    1 vote

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  20. Please allow for the activity category for incoming web form information to be customized rather than those activities only being added under the 'Incoming Lead Notes' category. We would like to be able to change this to something that makes more sense for our business.

    1 vote

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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