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 ...
Contact Sync to work with 1 Sales Ledger to Many Companies
Currently the Contact Sync will only work for the Default Company on the Sales Ledger but if you have many Companies attached to the 1 ledger this means the Contacts for the other Companies won't be included in the sync.
It would be nice to be able to configure the RFM customer segments based on our market niche. NEW CUSTOMERS, for instance. 180 days is a long time to consider customers "new" and for us, 3 orders = an established customer! Ideally we could configu...
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...
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...
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...
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
almost 3 years ago
in CRM App
0
Good idea awaiting more votes
You must have an integrated calendar with the CRM (as other CRMS have)
So that you can record History. Activities, Opportunities, against the contact and company. You have the ability to view the calendar for the month and review all activities etc as an overview.
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
0
Good idea awaiting more votes
1
Already exists
