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Settings and activity

56 results found

  1. Add 'undo' feature

    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Email  ·  Admin →
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    Demps Bannerman supported this idea  · 

  2. Include proposal build and e-signature tools

    7 votes

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    Open  ·  1 comment  ·  Product Ideas » Quoting and eSignaturess  ·  Admin →
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    Demps Bannerman supported this idea  · 

  3. Add quoting feature

    6 votes

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    Open  ·  0 comments  ·  Product Ideas » Quoting and eSignaturess  ·  Admin →
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  4. Have the ability to remove deals from company records which are no longer active s

    2 votes

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    Open  ·  1 comment  ·  Product Ideas » Deals  ·  Admin →
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    Demps Bannerman commented  · 

    Have the ability to "check off" those deals that are no longer valid. Place these non valid deals into a seperate file and archive them into a file that can be accessed for various purposes.

    Demps Bannerman shared this idea  · 

  5. Add bulk option to share selected deals

    4 votes

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    Open  ·  0 comments  ·  Product Ideas » Deals  ·  Admin →
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  6. Add system list view for 'Archived Deals'

    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Ease of Use  ·  Admin →
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    Demps Bannerman supported this idea  · 

  7. Pin Active Deals to stay in the company page

    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Companies  ·  Admin →
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    Demps Bannerman supported this idea  · 

  8. Date Range Filter Option - Update to include "today"

    3 votes

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    Open  ·  0 comments  ·  Product Ideas » Pipeline View  ·  Admin →
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    Demps Bannerman supported this idea  · 

  9. Make custom fields searchable

    3 votes

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    Demps Bannerman supported this idea  · 

  10. Export Deals w/ALL contacts included

    7 votes

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    Open  ·  1 comment  ·  Product Ideas » Imports / Exports  ·  Admin →
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    Demps Bannerman supported this idea  · 

  11. Associate multiple companies to a deal

    10 votes

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    Open  ·  1 comment  ·  Product Ideas » Deals  ·  Admin →
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    Demps Bannerman supported this idea  · 

  12. Deal Modal Customization on the Company profile

    11 votes

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    Open  ·  0 comments  ·  Product Ideas » Account Customization  ·  Admin →
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    Demps Bannerman supported this idea  · 

  13. To-Do Templates

    5 votes

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    Open  ·  0 comments  ·  Product Ideas » Account Customization  ·  Admin →
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    Demps Bannerman supported this idea  · 

  14. Have an Option to revert back when changes are made to the system like the new changes to the Calendar (color customizations)

    3 votes

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    Open  ·  0 comments  ·  Product Ideas » Account Customization  ·  Admin →
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    Demps Bannerman supported this idea  · 

  15. Proposals, estimates, invoicing

    5 votes

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    Open  ·  0 comments  ·  Product Ideas » Quoting and eSignaturess  ·  Admin →
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    Demps Bannerman supported this idea  · 

  16. During an email campaign, email should have the ability to compute the number of hyperlinks checked in the campaign letter

    1 vote

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    Open  ·  0 comments  ·  Product Ideas » Email  ·  Admin →
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    Demps Bannerman supported this idea  · 
    Demps Bannerman shared this idea  · 

  17. Rather than deleting emails one at a time, it would be most helpful if you could remove click the emails you wish to ignore and remove all

    1 vote

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    Demps Bannerman shared this idea  · 

  18. Email tools available in line within the Email

    2 votes

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  19. Provide enhanced email capabilities

    11 votes

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    Under consideration  ·  2 comments  ·  Product Ideas » Email  ·  Admin →
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  20. Provide enhanced email analytics

    11 votes

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    Demps Bannerman supported this idea  · 
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