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Categories CRM App
Created by Guest
Created on Apr 27, 2020

RELATED IDEAS

Sandbox Mode for CRM Testing/Demo/Training

A few customers who use Unleashed have asked for a Sandbox mode when testing the Prospect CRM out before going live (during the onboarding stage). Unleashed have a sandbox mode so would be great if the two could be connected as well for complete testing.

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Demo Profile for Customer Testing/ Reset Button

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A few customers have been asking for a demo profile to test the CRM especially with their integration when completing their onboarding. For example Unleashed have a sandbox mode. Alternatively we could just do a rest button to remove any data crea...
Guest over 4 years ago in CRM App 0