50 results found
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Default Pipeline for each team
Having the ability to set a default pipeline for each team.
Sales team - Sales Pipeline
Project team - Project pipeline2 votes -
1 vote
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Create Date Fields for Each Deal Stage in Pipeline
Create a field for dates when moving to a new deal stage. For instance, a lead comes in on 4/13, a meeting is scheduled on 4/14, and then an RFP is generated on 4/20.
Would be easier for reporting metrics internally to the sales team because you can get a daily, weekly, monthly, or annual view and have metrics week over week to speak to.
For example, if running a report for the current week you would get:
Leads 5
Meetings Scheduled 3
RFPS Obtained 2
Won 1
Lost 12 votes -
a source person as well as a target person
it would be great to be able to have a source contact and a customer contact on the deal. My deals always have a source and a final customer sometiomes they have a distributor in the middle
2 votes -
Ability to restrict users from editing deal stage
Similar to locked fields, it would be nice to restrict editing deal stages for specific users.
4 votes -
Associate multiple companies to a deal
I use the CRM for mortgages. So my "deal" is a property. And every deal has multiple companies attached to it. For example in a normal transaction you would have a title company, an escrow company, an appraiser, the lender etc, etc.
10 votes -
2 votes
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New Fields Needed
Add a list of fields that are easily seen when I open a pipeline record which can be checked off when adding a deal, and shown what I sold and what can still be sold the minute I open my Pipeline record for follow-up. Ex. Space, Opening & Closing, Vault, Bronze Memorial, UMP, Overtime, FDLIC, Casket, etc.
1 vote -
3 votes
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Ability to remove decimal point from Deal amount
I would like to have the ability to remove the decimal point from a deal amount. My deals are normally pretty large in amount and I don't necessarily have a need for the "cents" to display in the amount.
1 vote -
Add bulk option to share selected deals
You can share a deal from the actions menu in the deal profile, but you cannot do it in bulk from the list view.
4 votes -
Have the ability to remove deals from company records which are no longer active s
If a customer/company has asked for a number of quotations, you will find on the company record all the deals that have been generated. Please have the ability to go to the company page and selectively delete those deals from the company record that are no longer valid, etc. Without that ability to delete inactive deals from the company record, the "total pipeline amount" is skewed which throws off other items which are no longer valid.
2 votes -
Disable system reassignment of person ownership when deal reassigned
Please either change the expected behavior of the system or allow us to disable the change of ownership that happens automatically when deals are reassigned to not have the associated person ownership also updated automatically.
5 votes -
Assign Deals using Regions/Zip codes
Ability to assign deals based on regions/zip codes.
The sales reps at Veritread divide up the US states via zip codes, so an automation or ability to assign via zip codes via API would save time in searching and reassigning manually depending on where the shipper is located.1 vote -
add a location (IE; State and City) to the deal. Add the State form as short form or long form only.
add a location (IE; State and City) to the deal. Add the State form as short form or long form only.
2 votes -
View deals as cards within a column-based funnel (L>R).
Instead of only being able to view deals as line items in a list, it would be helpful to visualize deals as cards in a column-based grid. This would be helpful for sales reporting meetings, where the funnel could serve as the centerpiece for conversations around pipeline velocity and status. It would be helpful if our team could view each pipeline stage as a column and discuss all deals at that stage. Furthermore, if ripeness could be displayed on each card, that would be stellar. This could be as simple as adding the Age column's value somewhere on the card,…
7 votes -
Negative Deal Amount
It would be helpful to add the ability to create a deal with a negative amount value on the mobile app. Currently you can do that when signed in via a web browser, but not on the mobile app. It would save my team time if they didn't have to go back and edit the deal amount after adding it from the app.
1 vote -
Ability to Copy deal in a set timeframe
When creating a new deal - Is it possible to enter a rental contacts with a specified rental period, say 24 months. The idea is that the deal repeats in the pipeline on a per month basis. Right now we are having to copy deals per period to achieve the same objective.
7 votes -
Add tags on the deal level
Please add a system field for applying tags on the deal level.
2 votes -
1 vote
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