Community

Team / Client Proof Collaboration
0 votes 0 comments
Expected Closed Date - View on Deal Card
0 votes 0 comments
Calendar view based on the Deal's Estimated Close Date
1 vote 0 comments
Need a Google maps icon beside address on Contact and Company pages
0 votes 0 comments
Inline editing from main contact dashaboard
1 vote 0 comments
Hide completed tasks on Google calendar (just like SalesMate does)
1 vote 0 comments
Workflow Automation: Please allow merge fields to be used in field update action
0 votes 0 comments
Ring Central SMS support
1 vote 0 comments
New Smartfield: Last Deal Date
1 vote 0 comments
Custom Fields: Allow a field to be marked as read only
1 vote 0 comments
Modify Team Users assigned to Missed Calls
2 votes 0 comments
Custom Reports: Custom Section names can't be edited?
0 votes 0 comments
Automations: Please give us access to related module data in conditions
0 votes 0 comments
Scheduled email status in Column view
1 vote 0 comments
Option to Pin a deal to the top
1 vote 0 comments
Be able to Group contact emails & thread visual formatting
1 vote 0 comments
Calendar invite sent out
0 votes 0 comments
Financial Advisors / Insurance Producers
0 votes 0 comments
Tracking who sent you a referral
0 votes 0 comments
Add more Email Details in initial view (recipient + date + time )
0 votes 0 comments
Filters: Companies page needs ability to filter on associated / linked modules
1 vote 0 comments
Custom Fields: Give us option to make custom sections collapsible / expandable
1 vote 0 comments
Email Templates: Give us option to clone / copy a existing template
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Custom Field: Permission Levels
1 vote 0 comments
Zapier: We need more triggers please... currently only "New" actions are available
1 vote 0 comments
Custom Reports: Allow us to control number of records per page
1 vote 0 comments