50 results found
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Remove restriction for creating bulk deals from the people list view
at the moment, if you go to the people list view and select 10 or fewer records, you can bulk-create deals for those records. It would be great if the cap is removed or at least increased.
1 vote -
Default to Won when there are only 2 stages in pipeline
If there are only 2 stages in a pipeline, creating a deal will default to the lost stage. Generally users will submit won deals.
1 vote -
Show if deal has contacts not visible to user
If a deal has contacts that the user cannot see, the user will see "owned by username" contact cards in the contacts section.
1 vote -
Changing the number of decimal points in Numeric Fields
To have the ability to change the number of decimal points in the numeric fields
1 vote -
Multiple Revenue Options in one deal.
As a company who has multiple revenue streams. I would love to be able to apply several different streams in one deal. Instead of making a new deal for each revenue option.
1 vote -
Track Revenue for multi-year deals via a single deal
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.
7 votes -
Primary Contact Next Task Columns in Deals
Add columns for the primary contact next task in the deals list.
1 vote -
1 vote
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Owner Change Notification
To have a notification sent to the previous owner when deals or companies changes ownership
3 votes -
Recognize duplications based on Phone number
Recognize duplications based on Phone number as opposed to just email. Or a way to prohibit duplicate account creation unless permitted/send a notification to admin if a dupe is created.
1 vote -
Deals
Being able to add a "Files column" under the "Deals List View". I think it should look like the activities column, where you can click the button and it pops up and shows you all the activities. But in this case, when you click the file button it pops up and shows you all the files attached to the corresponding deal.
2 votes -
Exec Brief box near the top
We really need one place near the top (easily found) where we can put an exec brief about a deal that enables anyone to quickly capture the main project info. A second description panel would be good.
1 vote -
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 -
3 votes
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Edit Deal (directly from the Person profile)
Please add a feature in which we can EDIT a deal directly from the CONTACT profile rather than having to click on the deal to edit it.
2 votes -
1 vote
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1 vote
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Allow for dynamic/dependent data field relationships
Allow for parent/child or dependent fields so when values in the parent field are selected, child fields appear and display only relevant values
1 vote -
Manually set order of contacts in deal profile
Provide option to manually set order of contacts in deal profile
2 votes -
1 vote
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