CRM

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.

In partner center we have the ability to see the last log in for team members. It would be helpful to be able to see that same information for clients using the business app. How can we see when the last time a user was logged in to the business app?

Please add the option to mark Custom Fields as "Required" in Administration > Custom Fields for all entities (Company, Contact, Order, etc.). This would ensure that important data is always collected and would streamline data management processes. Currently, Custom Fields are always optional and there is no way to enforce required input except via individual Order Forms, which is not scalable. Thank you!

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.

For duplicate records is it possible to create a merge function to streamline the management of duplicates?

Please add Vendasta CRM to the available CRM system integrations for lead ads for direct connection. (listed here https://www.facebook.com/business/help/908902042493104 ) Integrating Vendasta CRM with Meta can help ensure that the leads generated through Meta lead ad campaigns are followed up with quickly to ensure a higher conversion rate.

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.

We like to utilize custom fields within partner center but we wish we could manipulate the box sizing or wrap the text. The field allows for 4000 characters but no way can you read this info quickly without those features.

Embedding CRM forms is a nice feature, but it seems less than ready for prime time. Couple of features that really should be available out of the gate. Placeholder text fields for all fields. They are completely missing on the Email and Phone Number fields. Arguably, the most important fields. Multi-column and inline options. Padding options for fields and container. Ability to hide labels and use placeholder text for condensed forms. Ability to select fonts or add your own custom font-family name so the font with match the website the form is on. Custom CSS section for advanced designers. At the moment, the CRM forms are just not usable in a professional setting. Clients want their forms to match the design they paid for. I do hope this is something that doesn't take long to consider an implement, getting clients to use the Business App on a regular basis is a challenge, the CRM is great way to keep them engaged and logging in, which in-turn helps you retain those clients. Please do this soon!

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