Currently the salutation field is automatically populated with the contents of the first name field. There should be an option to not autopopulate the salutation field as sometimes users may want the salution to the the title of the contact i.e. M...
Block recall dates for when out of the office or annual leave
it would be good for users to block out dates where they wont accept recalls (annual leave, training days, exhibitions etc), currently you can have a few days off then when you get back to your tasks you might have 10 overdue as recalls had been s...
Documents (or at least a link to the document) should be synced to Unleashed when they are attached to an order in Prospect. This will allow Unleashed users at an organisation who don't have a Prospect login to use the documents.
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 ...
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
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...
Include Unlink Button for Products added using Upsell
A customer would like to unlink certain products on the quote record that have been added via Upsell functionality. For example a few products may of been added using Upsell manager & one of those products need to be added to a separate quote ...
Hello - love the new Growth Engine graphs, they have the makings of something really useful... my question is... can I segment the data to show certain customer types or customer channels? I have a few different channels with very different order ...
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