10 results found
Toggle between company views and associated contacts OR ability to reference a company/contact view when creating a cusom list. ASAP.
When I create a custom list of companies, based on my specific target market, I should be able to toggle easily to see all associated contacts. I cannot. Alternatively, from the People view, I should be able to reference a campaign/custom list/view/etc. as a column and sort for contacts included in that criteria. This is basic, table stakes functionality if a salesperson is utilizing your CRM to build out and work a territory.1 vote
Adjustable (savable) Column/List spacing and view
When opening a new window or refreshing a page on Pipeline, any adjustments to the spacing of the columns and lists that you may have made as a user are always reset. For example "days since last activity" takes up FAR to much space and I adjust it every time I refresh the page so I can see a wider scope of what is going on with each client. If we could SAVE THE WAY WE ADJUST OUR SPACING ON LISTS AND COLUMNS, it would save me a great deal of time and provide a more unique, efficient and personal experience for all users.
When opening a new window or refreshing a page on Pipeline, any adjustments to the spacing of the columns and lists that you may have made as a user are always reset. For example "days since last activity" takes up FAR to much space and I adjust it every time I refresh the page so I can see a wider scope of what is going on with each client. If we could SAVE THE WAY WE ADJUST OUR SPACING ON LISTS AND COLUMNS, it would save me a great deal of time and provide a more unique, efficient and personal…1 vote
Toggle between Pipelines
Easier visibility between pipelines
Provide an easier way to toggle between pipelines. Using the stage isn't the best. The ability to look at entire pipeline at a time, and then dial in by stage from there (outside of reporting) would be extremely helpful for the project management side of things.1 vote
Customizable negative value in the column filter view
It would be great to be able to filter a column to view all entries WITHOUT a certain value/values.
For example, if I could filter for employee titles WITHOUT the words "vice" or "co-". I have attached a screenshot with what this might look like. Consistency for filtering this way would fall on the user.
Thank you for your consideration!13 votesOpen · 5 comments · Pipeline View · Admin →
Visibility of sales reps
I'd like to limit the visibility of conversations and deals from my sales reps (other than their own), but still allow them to see what companies and contacts are in Pipeline. This will keep multiple reps from calling on the same client.2 votes
Date Range Filter Option for Total Pipeline and Won Deals Data Fields
By adding the option to filter by date range for both the Total Pipeline and the Won Deals Data fields, we could use list views for specific sales dates and view it side by side with the custom sales forecast data field we have added, giving clear visibility to where we are currently with sales vs what our forecast is... might even be able to use the new calculate feature to calculate the difference, which would clearly show the gap between where we are currently and where we plan to be for sales dollars.3 votes
1 voteOpen · 1 comment · Pipeline View · Admin →
Formatting TEXT fields.
Currently, TEXT fields don't format whatever is written / entered. New line / paragraph starts all meld together and sentences are presented as an ongoing run on mash of words. No paragraph breaks.
This limits the the TEXT field function. Can be no ongoing data entry as no line breaks or paragraph breaks.
If I remember the MULTIPLE ASSOCIATION FIELD suffer from no formatting also. If I associate or link 3 companies. The resulting display will be a run on line of names. Better would be if the companies list vertically, each getting a new line and paragraph break.
Padaryti taip kad pagal pavadinimus jei yra panasus pats pipeline pažymetų juos raudonai ir pan. jei yra panašus pavadinimas.1 vote
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