Check/Uncheck box for Quoted product before confirming
Within the quote screen against each quoted product have a checkbox against each item. Not all products included in the quote are always confirmed, so being able to select which products are to be purchased prior to 'confirming' would be useful. T...
It would be useful if an annual budget could be set as a goal for an entire team. The perfect outcome would be the ability to pull the data from budgets that are uploaded in Xero
Once an opportunity has reached a certain "status" we would like it to appear at the start of a different pipeline enabling a different department to take this forwards - once something has been invoiced it could appear in the develop this busines...
There are graphs available for sales, customers, and sales reps. Please, can we get a similar thing in place where we can see sales per SKU over time, where we can filter month/year and have this on a graph view so we can see product trends and se...
The ability to add more than one pipelines/statuses to one Opportunity
This is for when the customer uses it for trialing multiple products at the same time, like seeds. If they trial 5 seeds at the same time and find out that seed 2 and 3 are not good, they would like to conclude it as lost but win for the other one...
It would be amazing for a Pack Size to include a Decimal point in it's calculation. ie. 1 base unit - 1 box of this base unit is 1.5 of the orginal unit
I have a team of people who support me with solving issues - I would prefer if we could work on CRM support tickets together and also so they can see previous questions and solutions. The Access ticketing portal allows this and you can choose who ...
Add the tasks feature for Enquiry form. We have one person who triages inbound enquiries and assigns them to team members. Having a task feature on the Enquiry form will allow users to manage their follow ups along with other recalls.
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