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Ability to Assign enquiries to multiple sales people or team

If we embed a contact form on a website - the enquiries should be able to be collected by anyone in the sales team - not just one person. Does not make sense to have it assigned to one person
Guest 7 months ago in Automation 0

Add conversion rate function to reports

One feature that would be really useful is the ability to add the average quote conversion rate to the Grouping and Summary section in reports. This means you can tell how successful you are in winning/losing jobs you are quoting for. Currently, w...
Guest over 3 years ago in CRM App 1

Ability to change Dear Inventory Customer Default Price Tier from CRM

A customer would find it useful to be able to change the Dear Inventory Default Price Tier from Prospect CRM. Currently once it has been created as a new customer any changes to the default price tiers needs to be completed in Dear Inventory and t...
Guest almost 3 years ago in Cin7 Core 0

Option to show timestamp within activity

A customer would find it useful to show the timestamp within the activity, currently you have to hover over the date to see the time stamp. This should be a user preference or a system option.
Guest almost 3 years ago in CRM App 0

View history of contact's activity on integrated eCommerce site

A customer who has our integrated eCommerce site would find it useful to see the contact's activity on the eCommerce site. E.g. how many times they've login or viewed certain pages.
Guest almost 3 years ago in CMS Sites 0

Activity note templates

An option in activity notes to have template text either in the form of a dropdown or an add button like the screenshot attached. In house I can already think of many uses for Support, account management and sales. In support it would be nice to ...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Save to CRM to suggest records based on who the email was sent to

A customer would find it useful for the save to CRM to suggest records based on who the email was sent to rather than just who the email was sent by. An example of where this is useful is where a user is replying to an email and wishes to save in ...
Guest about 4 years ago in CRM App 0 Likely to implement

Integrate to CIN7 Custom Fields

A customer would like to integrate to CIN7's custom company fields and have these imported into Prospect CRM.
Guest almost 3 years ago in Cin7 Omni 1

Add a hyperlink into standard text

I've created standard text blocks that can be added to document templates (with search and replace) but in some of those I'd like to put a hyperlink back to our website e.g. full details of our terms can be fond here (link to page on website). It ...
Guest 7 months ago in CRM App 0

Values such as RFM and sales analysis may prove beneficial if they are driven from the customer ledger. This would then include credits and transactions that are direct to sales invoice which would provide a more accurate view of customer activity.

No description provided
Guest over 3 years ago in CRM App 0