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CRM App

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Edit Products & Product Categories within CRM

Customers who create products using the CRM product creator would find it useful to edit these products (edit product description, product category & delete products) within the CRM. We could look at implementing this by allowing products to b...
Guest over 5 years ago in CRM App 2

Import Product Attributes from Unleashed

A customer would find it useful to import product attributes from Unleashed, which could then be included in quotations. Examples of attributes include- Attribute Set: Television, Attributes: Country Of Origin, Model, and Tariff Code. Attribute Se...
Guest over 4 years ago in CRM App 0

Applying a discount to a whole order

For a quote/order with many lines, it would be useful to be able to apply a quote to all the lines instead of doing it one by one.
Guest almost 3 years ago in CRM App 1

Ability to turn off social search

Currently there is no way to turn off social search within the settings of the CRM. It would be useful to have the option to opt out of this feature as sometimes the data isn't 100% accurate and could be missed when creating contacts
Guest over 2 years ago in CRM App 1

Pipedrie like email integration

Prospect doesn't allow email chain respond to emails (which is normal practice and you lose context if you don't add the previous email). This means its high labor for the sales team to go back and forth between their outlook and prospect. We use ...
Guest about 2 years ago in CRM App 1

Have record description on mentioned emails

Currently when a user mentiones you on a record it will give you the record type and ID on the email. The ID is useful but if it's a record you haven't worked on the ID is slightly useless as well as relying on your remembering all your record IDs...
Guest about 3 years ago in CRM App 0 Good idea awaiting more votes

Primary Email Addresses for Multiple Contacts

A few customers have mentioned that they would like to be able to set the same primary email address for multiple contacts within the CRM. Currently only one contact can have an email address, and the other contacts need this email address storing...
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Sync shipping information from Shipstation

Many inventory management systems have an integration with Shipstation, when an order is shipped the ship date, carrier and tracking number are synced from Shipstation. It would be useful if the order record in Prospect CRM was able to sync the sh...
Guest about 2 years ago in CRM App 0

Special pricing tab on products and companies

Building a tab that lets you see all the special pricing that you have set for a product / customer is really helpful to review quotes and advise customers over the phone or in person.
Guest 5 months ago in CRM App 0

Notifications for New/ Failed Orders

As a admin it would be good to be able to configure the Notifications for New Orders and Notifications for Failed Orders emails. This would be similar to the Order Confirmation Email which allows the admin to set the email template that is used fo...
Guest about 2 years ago in CRM App 1 Already exists