617 results found
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1 vote
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Add checkbox instead of adding people individually into a Deal
In the Deals screen, allow me to add more than one person at a time with checkboxes. In the Deals screen, once a company is selected, a list of names appears. To add them into the deal only one name may be selected to add into the deal at once. I would prefer it if instead you would provide checkboxes so that all the names I want can be selected and added at once. The inability to to add more than one person at a time, is painful
4 votes -
1 vote
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Filter Recent Updates using the Name column
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 -
Add Company Field changes to the Deal Activity Feed
When the Company field is updated on a Deal, this should be reflected in the Activity feed as well
1 vote -
Adding a person into the system - Type Default
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 -
Allow Admins to view users with email sync on
Allow Admins users to be able to view who has their email sync on
1 vote -
1 vote
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1 vote
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Ability to share reports
Ability to share Reports with other users so that when a Dashboard contains reports, users can view them.
As of now, if a user shares a dashboard containing reports, users see blank reports, and there is no option to share them individually
2 votes -
Bulk Retry on Failed Recipients of Email Campaign
Have the option to bulk retry on emails where campaign failed to send
1 vote -
You should enable email notifications for tasks, not only for events.
You should enable email notifications for tasks, not only for events.
1 vote -
lead
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 -
1 vote
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Include all primary contact fields in zapier deal triggers
The only primary contact details carried over from deal triggers are id, first & last name, phone numbers and emails. It does not include other details like person summary, addresses, custom fields.
1 vote -
Associate one person (Activities included) with multiple companies
Please enable the ability to associate one person, including activities, with multiple companies.
1 vote -
Date Filter
Instead of having to manually apply a custom filter for the "past 60 days" please enable the ability to select "Last 60 days" as an option that can be filtered for a timeframe via listviews.
1 vote -
folders for filters
Can we have folders for filters?
7 votes -
Project management features
Add project management specific functionality
1 vote -
Allow multiple mailchimp connections
Add the ability to have multiple mailchimp accounts either by team or user.
1 vote
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