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3cx Integration
0 votes 0 comments
Better Proposals Integration
0 votes 0 comments
Freshbooks Integration
0 votes 0 comments
Copy data from contact to deal for common data field
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Simple & Easy feature to add to Activities page
0 votes 1 comment
Flawed Logic:: When adding a deal please enforce linked contact ALSO belongs to company Answered
0 votes 1 comment
New SmartField: Last Deal Date
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Data Import: Fix Import flaw (multi select fields get APPENDED by default)
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Mapping, Routing, Lasso
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Custom View Permissions: Need more fine grained control
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Pipeline Sorting
0 votes 0 comments
Alphanumeric sender IDs
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Desktop App
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Team / Client Proof Collaboration
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Expected Closed Date - View on Deal Card
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Add existing contacts as Participants based on a Deal criteria Answered
0 votes 1 comment
Need a Google maps icon beside address on Contact and Company pages
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Group text Answered
0 votes 3 comments
Workflow Automation: Please allow merge fields to be used in field update action
0 votes 0 comments
Custom Reports: Custom Section names can't be edited?
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Automations: Please give us access to related module data in conditions
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Custom Field: Select type field always defaulting to first option - should instead be "please select" Planned
0 votes 1 comment
Calendar invite sent out
0 votes 0 comments
Import:: Please allow us to import without forcing us to also include "required" fields Completed
0 votes 5 comments
Financial Advisors / Insurance Producers
0 votes 0 comments
Tracking who sent you a referral
0 votes 0 comments