Community

Idea to improve Deal functionality and search

• Patrick Fallon
• November 05, 2020 18:11

0 votes 0 comments

Triggering activities based on text content

• JEFFREY H. WATTS (The Catalyst)
• October 16, 2020 19:32

0 votes 0 comments

branching on workflows

• darb
• October 14, 2020 13:55

1 vote 0 comments

Adding linkedin chat conversations to a contact timeline

• Jose Quesada
• September 11, 2019 11:26

5 votes 2 comments

Product development roadmap

• darb
• October 13, 2020 07:21
• Edited

6 votes 0 comments

Rotting Report

• Dave Giltner
• February 05, 2020 10:00

1 vote 1 comment

Emails/Calls/Texts within Dashboard

• Paul Pontrello
• October 12, 2020 18:15

0 votes 0 comments

Address Autocomplete

• Sam
• October 12, 2020 01:39

2 votes 0 comments

last contact

• Alain
• September 22, 2020 14:19

0 votes 0 comments

Company Email Domain

• Alain
• September 22, 2020 14:16

0 votes 0 comments

Select Records (select muliple records) from Search Results List

• TimE
• September 07, 2020 04:42

0 votes 0 comments

Default Deal Title Please

• Marcelo Ramagem
• November 06, 2019 15:44

5 votes 1 comment

Include lookup fields in merge operations

• TimE
• September 01, 2020 23:35

0 votes 0 comments

Modify Deal Cards within Pipeline Board View

• Stuart Holcombe
• December 04, 2019 21:10

7 votes 6 comments

Workflow - Choose SMTP

• Dave R.
• August 24, 2020 19:21

0 votes 0 comments

Deal Cards in the Deal Woads view show a line of text

• David Schardt
• August 24, 2020 17:02

0 votes 0 comments

Ability to link emails to contacts and companies

• TimE
• August 21, 2020 01:32

1 vote 0 comments

What to do when contacts move companies (general advice sought)

• TimE
• August 21, 2020 01:27

0 votes 0 comments

Suggestions, Ideas, Feature Requests - Handling by Salesmate

• TimE
• August 21, 2020 01:10

1 vote 0 comments

Email "Remind" feature... show us a queue please?

• Marcelo Ramagem
• February 17, 2020 14:26

2 votes 1 comment

Multiple Deals for an email

• TimE
• August 17, 2020 03:49

0 votes 0 comments

Financial year/month

• Benoit Chouinard
• August 07, 2020 01:34

0 votes 0 comments

new email in inbox

• Jenna
• July 29, 2020 13:58

0 votes 0 comments

emailing companies

• Heath Conners Southern Cross Feeds
• March 25, 2020 06:19

2 votes 3 comments

New system field: In companies list page would be helpful to have a count for people, deals, etc Completed

• Marcelo Ramagem
• November 15, 2019 22:14

0 votes 7 comments

Related organisations Completed

• Richard S
• November 12, 2019 10:44

9 votes 4 comments

Create Word or PDF doc with mail merge fields

• Jonathan Kobz
• July 20, 2020 23:09

0 votes 0 comments

Adding a Checklist feature

• Chris Adkins
• July 20, 2020 18:29

0 votes 0 comments

More attributes in Team Inbox Filters

• Team Salesmate
• July 20, 2020 03:51

0 votes 1 comment

search bar clearing Answered

• Jenna
• June 30, 2020 22:06

0 votes 3 comments