Posts – Salesmate

Link Analytics Automatically append UTM parameters
- Marcelo
- November 22, 2019 21:42
0 votes 0 comments
Please add CONFERENCE CALLING
- Jenny Breyer
- November 22, 2019 14:59
1 vote 0 comments
Global Task Sidebar for faster task completion!!!
- Chris Davis Jr
- November 21, 2019 18:15
3 votes 0 comments
Import:: Please allow us to import without forcing us to also include "required" fields
- Marcelo
- November 20, 2019 20:31
0 votes 2 comments
Custom Fields: Select & Multiselect fields please give us a automatic sort feature
- Marcelo
- November 20, 2019 18:54
0 votes 0 comments
Mass Update: Multiselect fields SHOULD ask if we want to overwrite OR append field with new value
- Marcelo
- November 19, 2019 20:09
0 votes 1 comment
MAJOR FLAW with tags: When typing text into "tags" field it only matches existing tag on beginning of text
- Marcelo
- November 19, 2019 16:36
0 votes 1 comment
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
- November 18, 2019 18:46
0 votes 2 comments
Add more Email Details in initial view (recipient + date + time )
- Marcelo
- 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
- November 16, 2019 05:52
0 votes 0 comments
New system field: In companies list page would be helpful to have a count for people, deals, etc
- Marcelo
- November 15, 2019 22:14
0 votes 2 comments
Custom Views: Let us add a description field that would also be displayed underneath view selector control
- Marcelo
- November 15, 2019 21:37
0 votes 0 comments
Deal Screen: When in full view let us chose which contact and/or company fields to display in sidebar
- Marcelo
- November 15, 2019 21:25
0 votes 1 comment
Custom Field: New field type... "smart colors"
- Marcelo
- November 15, 2019 21:14
0 votes 1 comment
Voice: Simultaneous ringing only sends voicemail notification to one of the users in phone group
- Marcelo
- November 15, 2019 15:32
0 votes 0 comments
Filters: Companies page needs ability to filter on associated / linked modules
- Marcelo
- November 15, 2019 15:02
0 votes 0 comments
Activity Types: Allow for custom fields to be displayed based on specific activity types
- Marcelo
- November 15, 2019 14:47
1 vote 2 comments
Custom Fields: Give us option to make custom sections collapsible / expandable
- Marcelo
- November 15, 2019 14:38
0 votes 0 comments
Email Templates: Give us option to clone / copy a existing template
- Marcelo
- November 15, 2019 14:36
0 votes 0 comments
Custom Reports: Allow duplicate name fields from different modules to be added to same report
- Marcelo
- November 14, 2019 22:06
1 vote 1 comment
Custom Field: Radio button option
- Marcelo
- November 14, 2019 21:31
0 votes 0 comments
Custom Field: Permission Levels
- Marcelo
- November 14, 2019 21:29
0 votes 0 comments
Custom Field: Add new custom field type that allows us to pick salesmate users
- Marcelo
- November 14, 2019 21:16
0 votes 1 comment
Loss Screen Popup: Allow custom field to be added to this page
- Marcelo
- November 14, 2019 14:45
0 votes 1 comment
Add more than one company in a Deal
- Celine Vignal
- November 14, 2019 04:41
1 vote 2 comments
Multiple sequences
- Celine Vignal
- November 13, 2019 22:58
2 votes 4 comments
Sequences: Please add visual icon to indicate that contact in a deal is enrolled in a sequence
- Marcelo
- November 13, 2019 22:09
1 vote 0 comments
Zapier: We need more triggers please... currently only "New" actions are available
- Marcelo
- November 13, 2019 20:41
0 votes 0 comments