27 results found
-
Option of having a Parent Company in order to see what companies are under the Parent Company easily.
Create an option for Parent Companies, many of our customers/prospects are part of a group of companies and it is a manual process for us to keep track of it and many colleagues do not update the info or track it in a different way, when we share a group of companies with others it is difficult to keep track of changes, etc.
In the parent company view, we should be able to see all of the companies listed in one view and a "Parent Company" field in companies. Parent Companies would act the same as a company, i.e. you…
3 votes -
1 vote
-
Company Duplicate
I love the new feature for finding and correcting Duplicate "People". It would be great to have this same feature for "Companies".
4 votes -
Keep selected sorting in the company profile
Within a company profile the default sorting for people is alphabetical, but it would be nice if you could select which column you would like to sort by and have it stick.
1 vote -
Customize people columns in the company profile
Add the ability to add/remove columns in the People section of company profiles.
1 vote -
Delete Companies
Currently, the ability to delete companies is only available for Admin level users. Please consider adding the ability to delete company records as an additional permission that can be granted on the (non-admin) user level as well.
2 votes -
Latest activity columns in Companies
It would be great if latest activity columns were also available in the Companies list
4 votes -
sub industries
You have a set of industries listed. Example retail. But that is still too broad for my campaigns. I have a campaign strictly for auto dealerships, or grocery stories, but I can't filter my campaign easily if I can't break down the filters to a sub-industry. Allowing us to add sub-industries would be extremely helpful and a time saver.
1 vote -
Company Field that shows date of first active deal
Field in company and person list views that shows date of first active deal.
1 vote -
Changing Owners
When changing the Owner of a Company, it would be nice to also have the option to change all People and Deals to that new Owner name as well with just one click.
1 vote -
1 vote
-
Add social links for Company pages
It's often important for our sales team to quickly refer to a Company's social feed (FB/IG/TW/LI) to gather research on a prospective Company or check in on an existing Client. Please consider added the social links for Companies the same way you've done for People so we can quickly refer to those corporate social pages for insights on a Company's current status. Currently we only have a standard field to link a company's website. But for speed and efficiency almost any business will post news/updates and marketing pushes on social before updating a website. Thank You for your consideration.
1 vote -
Company tags
Add ability to add company tags
6 votes -
Edit Milestone Status Directly From a Customer Profile
In order to edit the status of a milestone you must click on the gear icon -> Edit then update the status in the new window and save.
It would be more streamlined if you could edit it directly within the Customer Profile.
1 vote -
Map program in Desktop
I love the way you can click on the Global icon on the mobile app to see not only where your customer is located on a map, but also see what other customers you may have in the area. Or zoom way out to see where in the USA. It gives a good representation of the territory your analyzing. I would love the same feature in the desktop! This would be great for Planning a trip! I have been doing this for the past 8+ years but export my customers and then importing them to Google Maps. I keep this…
6 votes -
Archive Companies
Add the ability to archive Company records like we currently offer the ability to archived deals.
6 votes -
2 votes
-
List affiliated companies/stores under main Corp/Company account
ABC company could be the main corporation/HQ. Create an optional tree with branches which show the other companies under/owned by the main Corp name.
ABC Company is main Corp/HQ
Company 1
Company 2
Company 3
etc...are owned by ABC Company and so user has option to list those those under the HQ2 votes -
Add system columns to "Company" lists for most recent activity anywhere on the company (last activity, activity count, etc)
When viewing the list of companies it would be ideal to have a column that indicated when the last (non-system) engagement/activity was tied to that company. Meaning directly on the company itself OR any of its deals or people. For B2B business sales, knowing which companies have not gotten touches in a certain period of time (with filtering by say last 30 days or whatever). Customer service team has to constantly open each company profile to see if any reps or support have had any contact or actions with a company to determine next outreach timing or see companies that…
3 votes -
Add system and customer fields from Deal record in the Deals section of the Company record.
Want to be able to add customer fields of order number and product to the deal list that shows in the Company record. Current Deal view is very limited. Deal Name is not meaningful construct in our business so we use that text field for an order number and product name. Not great work around.
2 votes
- Don't see your idea?