Platform users will be able to generate net-new leads in Vendasta through Yesware’s Prospector. As an agency owner, finding new leads is a crucial task for the growth and success of your business. Prospector is a tool that can help you with this. With Prospector, you can easily identify and target potential customers by applying filters and search for all contacts that match your specific criteria. This allows you to streamline your sales process and increase your revenue by finding the right prospects and growing your customer base. With the ability to filter and search leads based on a variety of criteria such as location, industry, or titles, Prospector makes it simple for agency owners to find the leads they need to grow their businesses. With the new CRM features, our partners will be able to easily generate new contacts in Vendasta using Yesware's Prospector with just one click login. After establishing the connection, any outbound emails sent will also create contacts for easy tracking and management.

When reviewing my accounts, it would be super helpful to have a brief summary updated dynamically with AI so I can quickly review key contact/company details and activity history.

Overview: This feature request is to allow users to delete accounts in bulk in Partner Center, as opposed to one by one. Currently, the only way to delete accounts in bulk is by submitting a support ticket for the vendasta team to handle. By implementing this feature, users will be able to delete accounts on their own within just a few clicks, streamlining the process and saving time. Problem: Deleting accounts one by one is a time-consuming and inefficient process. Additionally, if a user accidentally uploads incorrect or bad data, there is currently no way to delete the accounts in bulk. This can lead to a significant waste of time and resources, as well as the risk of data inaccuracies. Use Cases: A user has uploaded a list of accounts but realizes that the data is incorrect. With the bulk delete feature, the user can easily delete all of the accounts in the list in just a few clicks. Another use case is when a user is cleaning up their account list and wants to delete a large number of accounts quickly and efficiently. Design Details: The bulk account delete feature should allow users to select multiple accounts at once, and then delete them all with a single click. There should also be an "undo" option available for list uploads, allowing users to easily revert to the previous state in the event of errors or mistakes. Impact: This feature will significantly improve the user experience by streamlining the process of deleting accounts. It will save time and resources and reduce the risk of data inaccuracies. Additionally, it will reduce the need for support tickets related to account deletions. Priority: This feature is critical to the success of Partner Center as it aligns with your goal of providing a user-friendly and efficient platform. It will improve the user experience and reduce the workload for both users and support staff. As such, it should be prioritized as a high-priority feature for the next product roadmap cycle.

Overview: This feature request is to add a duplicate check functionality to the "Import Account (csv Upload)" feature in Partner Center. Currently, there is no way to check for duplicate entries when importing account information via a CSV file. By implementing this feature, users will be able to identify and remove duplicate entries, improving the accuracy and quality of their data. Problem: Without a duplicate check function, users risk importing duplicate entries when uploading account information via a CSV file. This can lead to data inaccuracies and errors, as well as wasted time and resources spent manually identifying and removing duplicates. Use Cases: A user has a large list of account information that they need to upload to the platform via a CSV file. With the duplicate check feature, the user can easily identify and remove any duplicate entries before uploading the data, improving the accuracy of the account information. Design Details: The duplicate check feature should be able to identify duplicate entries based on standard fields such as CompanyName, phone, email, contact name, as well as any custom fields created by the user. Users should be able to choose which fields to use for the duplicate check, and the system should provide a clear report of any duplicate entries that are found. Users should be able to choose from several options for handling the duplicate entries found during the check. They should be able to skip the duplicate entries and only import the unique entries, overwrite the duplicate entries with the new data, or update the duplicate entries with the new data. Impact: This feature will significantly improve the accuracy and quality of the data on the platform. It will save time and resources by preventing the need for manual duplicate identification and removal, and reduce the risk of data inaccuracies and errors. Priority: This feature is critical to the success of the product as it aligns with our goal of providing accurate and high-quality data on the platform. It will improve the user experience and reduce the workload for users who currently need to manually identify and remove duplicate entries. As such, it should be prioritized as a high-priority feature for the next product roadmap cycle.

Business App users will be able to capture and store information about their contacts in the CRM easier. As small business owners, managing customer relationships is crucial to their success. With the new CRM, we hope to help SMB owners to manage and organize their customer data from different sources, and ultimately drive more revenue for their businesses. The same Contact table will also be available in Reputation Management to help our users manage and send out review requests. Business App Users will be able to: Create, read, update, and delete contacts Search for contacts by phone number, name, and email Filter contacts by tags, created date, name, phone number, and emails Upload contacts in bulk Sync the contact table with the existing customer list to maintain existing integrations Support other services and marketplace vendors to extend and update the contact model

It is currently possible to upload lists of users under Partner Center > Lists > User Lists. Once a list exists, you cannot add/remove users from that list. It would be great to be able to update user lists as needed instead of having to create new user lists each time.

It would be great to leverage AI to scan my CRM data to identify gaps and retrieve the missing information from contacts' connected sources.

The proposed feature would allow clients to invite sub-users to access and manage specific aspects of their accounts. This addition would streamline the account management process for clients with multiple team members or collaborators. Feature Overview: Client Sub-User Invitation Capabilities Sub-User Invitation and Management: Enable clients to send email invitations to team members, colleagues, or partners directly from their account dashboard. Clients should be able to manage these sub-users, including adding, editing, and removing access permissions as needed. Customizable Access Permissions: Provide clients with the ability to customize access permissions for each sub-user. This could include view-only access, edit access, or full administrative control over specific sections or the entire account. Activity Logs and Notifications: Implement activity logs and notifications for the primary account holder, allowing them to monitor the actions taken by sub-users within their account. This feature would help maintain transparency and accountability among team members. Easy Collaboration and Communication: Incorporate collaboration tools, such as in-app messaging or comment features, to facilitate communication between the primary account holder and sub-users. This would enable seamless collaboration and information sharing without needing to rely on external tools or platforms. Permission-Based Reporting: Allow primary account holders to access reports on sub-user activities, including changes made to the account, projects completed, and time spent on various tasks. This feature would be particularly useful for tracking team performance and optimizing workflow efficiency. The implementation of this feature would provide several benefits, including improved account management, enhanced collaboration, and increased transparency for clients. Additionally, it would help position our software as a comprehensive and user-friendly solution for businesses with multiple stakeholders or team members. I kindly request that you evaluate the feasibility of implementing this feature and consider it for inclusion in a future software update. Thank you for your attention to this matter. If you have any questions or require further clarification, please don't hesitate to reach out.

When Importing Accounts for example, a State/Province need to be added mandatory. Also, when creating a multi- location-dashboard, the geographic part of it relies on the state/province field and then city to create the geographic structure. However, when in business profile, the state/province can not be edited/altered as the field is not even shown. Neither in Partner Center, Sales Center of Business App and Listing Builder. This negatively impacts Listing Builder as we constantly receive sync ad accuracy issues due to the lack of state/province. Please urgently fix this.

Business App users can capture and store various types of activities and associate them with their contacts As part of our efforts to become the system of record for our customers, we are working to improve the way we capture and store customer data on the platform. In addition to the new Contact and Company models, which respectively capture information about individuals and organizations, we also have an activity model that captures related events, such as calls, meetings, emails, and many more. To improve upon this current functionality, we plan to develop a new CRM activity model to better serve our platform users. Business App Users will be able to: Create, read, update, and delete the contact’s activities Able to find contacts based on the contact’s activities Support other services and vendors to extend and update the activities model