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APIs & Integrations (15)
Automations (20)
Billing & Payments (46)
CRM (56)
Campaigns (46)
Inbox (18)
Marketplace (39)
Opportunities & Pipeline (7)
Orders (23)
Other (27)
Proposals (33)
Reporting (4)
Snapshot Report (35)
Task Manager (56)
User Management (6)
Admin Delete an opporunity
If you are an admin, you can delete an opportunity.
1
5
Net income from opportunity
It would be helpful to see the net value of the opportunity total. Is that possible? Or is that a feature I haven't found yet?
0
4
Pipelines
It would great if there were pre-determined pipeline templates for various fulfillment projects, such as, Website Dev, Graphic Design, Digital Ad, etc.
3
14
Enable Leaderboard for Salespeople without enabling Marketwide Account Access
Currently, to give the salesperson access to the Leaderboard you would need to turn on the Marketwide Account Access or that salesperson needs to be a manager. The ability to see all accounts in a market and the ability to see another salesperson's pipeline revenues and activities should be indepedent features. Please enable the option to allow all Salesperson's (who are not managers) to see the Leaderboard for their market in Sales & Success Center.
0
1
Add titles to contacts
Can we get a "titles" field added to contacts? That way we know who does what if there are multiple contacts in a post.
3
3
Automatic sorting & filters
Wouldn't it be handy if a person could filter by time zones in the pipeline? At 3pm MST, I dont want to see EST opportunities. Additionally, wouldn't it be cool if a person was working the leads list from the pipeline and once you added a sales activity, it moved to the bottom of the list?
1
3
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