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Financial Advisors / Insurance Producers

Matthew
November 19, 2019 02:02

0 votes 0 comments

Tracking who sent you a referral

Matthew
November 19, 2019 01:59

0 votes 0 comments

Deal list page needs to be able to filter on associated products in a deal

Marcelo Ramagem
November 18, 2019 18:46

0 votes 2 comments

Add more Email Details in initial view (recipient + date + time )

Marcelo Ramagem
November 18, 2019 16:22

0 votes 0 comments

Custom Reports: Allow us to sort / order the way reports are displayed in our own custom sections

Marcelo Ramagem
November 16, 2019 05:52

1 vote 4 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

Custom Views: Let us add a description field that would also be displayed underneath view selector control

Marcelo Ramagem
November 15, 2019 21:37

1 vote 2 comments

Deal Screen: When in full view let us chose which contact and/or company fields to display in sidebar

Marcelo Ramagem
November 15, 2019 21:25

1 vote 2 comments

Custom Field: New field type... "smart colors"

Marcelo Ramagem
November 15, 2019 21:14

1 vote 3 comments

Voice: Simultaneous ringing only sends voicemail notification to one of the users in phone group Answered

Marcelo Ramagem
November 15, 2019 15:32

0 votes 1 comment

Filters: Companies page needs ability to filter on associated / linked modules

Marcelo Ramagem
November 15, 2019 15:02

1 vote 0 comments

Activity Types: Allow for custom fields to be displayed based on specific activity types

Marcelo Ramagem
November 15, 2019 14:47

4 votes 2 comments

Custom Fields: Give us option to make custom sections collapsible / expandable

Marcelo Ramagem
November 15, 2019 14:38

1 vote 0 comments

Email Templates: Give us option to clone / copy a existing template

Marcelo Ramagem
November 15, 2019 14:36

0 votes 1 comment

Custom Reports: Allow duplicate name fields from different modules to be added to same report

Marcelo Ramagem
November 14, 2019 22:06

1 vote 1 comment

Custom Field: Radio button option Answered

Marcelo Ramagem
November 14, 2019 21:31

0 votes 2 comments

Custom Field: Permission Levels

Marcelo Ramagem
November 14, 2019 21:29

1 vote 0 comments

Custom Field: Add new custom field type that allows us to pick salesmate users Answered

Marcelo Ramagem
November 14, 2019 21:16

1 vote 2 comments

Loss Screen Popup: Allow custom field to be added to this page

Marcelo Ramagem
November 14, 2019 14:45

0 votes 1 comment

Add more than one company in a Deal Completed

Celine Vignal
November 14, 2019 04:41

4 votes 4 comments

Multiple sequences Answered

Celine Vignal
November 13, 2019 22:58

3 votes 5 comments

Sequences: Please add visual icon to indicate that contact in a deal is enrolled in a sequence

Marcelo Ramagem
November 13, 2019 22:09

4 votes 0 comments

Zapier: We need more triggers please... currently only "New" actions are available

Marcelo Ramagem
November 13, 2019 20:41

2 votes 1 comment

Custom Reports: Allow conditions to use or refer to fields in the sub table (related module)

Marcelo Ramagem
November 13, 2019 20:10

1 vote 1 comment

Ability to use "Days Ago" as measure of time in custom reports, workflows, and page filters Answered

Marcelo Ramagem
November 13, 2019 19:48

1 vote 2 comments

Calculated Fields as new custom field type

Marcelo Ramagem
November 13, 2019 19:26

8 votes 11 comments

Custom Reports: Allow us to control number of records per page

Marcelo Ramagem
November 13, 2019 16:25

1 vote 0 comments

CRUCIAL: Roll up email stats into Activity Insights reporting (Give us "the full picture" in one report)

Marcelo Ramagem
November 13, 2019 16:08

1 vote 0 comments

If a contact has 2 email addresses when bulk emailing, it should go to both email addresses including secondary email address

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