Community

Calls: prompt to open related deal
4 votes 1 comment
Scheduled email status in Column view
1 vote 0 comments
Color emails if they are linked to deals
8 votes 1 comment
Option to Pin a deal to the top
1 vote 0 comments
Using Colors to easily visualize Deal status
6 votes 1 comment
Inline Editing of Cells in Table view
3 votes 1 comment
Be able to Group contact emails & thread visual formatting
1 vote 0 comments
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
Automation: Webhooks in workflows need to be able to handle responses
1 vote 2 comments
Deal updates trigger from external sources
3 votes 3 comments
Link Analytics Automatically append UTM parameters
1 vote 1 comment
Please add CONFERENCE CALLING
1 vote 3 comments
Global Task Sidebar for faster task completion!!!
7 votes 4 comments
Import:: Please allow us to import without forcing us to also include "required" fields Completed
0 votes 5 comments
Custom Fields: Select & Multiselect fields please give us a automatic sort feature Completed
1 vote 1 comment
Financial Advisors / Insurance Producers
0 votes 0 comments
Tracking who sent you a referral
0 votes 0 comments
Deal list page needs to be able to filter on associated products in a deal
0 votes 2 comments
Add more Email Details in initial view (recipient + date + time )
0 votes 0 comments
New system field: In companies list page would be helpful to have a count for people, deals, etc Completed
0 votes 7 comments
Custom Field: New field type... "smart colors"
1 vote 3 comments
Voice: Simultaneous ringing only sends voicemail notification to one of the users in phone group Answered
0 votes 1 comment
Filters: Companies page needs ability to filter on associated / linked modules
1 vote 0 comments
Activity Types: Allow for custom fields to be displayed based on specific activity types
4 votes 2 comments