Product Suggestions
As a user there are times when multiple tasks are needed for a contact, opportunity etc. It would be useful if the system would allow multiple tasks to be assigned to an individual entity.
Hi Andrew, I was part of the webinar and early adopters, but am yet to receive early access...
Just a quick update to say that we've started the private preview phase of this feature. A number of early adopters are already using it live and a few more due to start shortly. Assuming that goes well we'll be able to roll it out to more users soon. If you're keen to get this feature early, then please use the link above to register your interest.
For more detail on what's changing check out this article.
But, we've now completed the first part of this development (we've rewritten tasks and are now working on Calendars & Events) so why not Register your interest to get involved as an Early Adopter and give us your feedback on these major product enhancements.
If you're interested to know a little more about what we've got planned, then check out this article: https://docs.prospect365.com/en/articles/9027673-activities-tasks-events-are-changing
I'm excited to announce that we've completed the design phase of this work and will soon begin coding this new feature. It's pretty big and will be rolled out in various preview phases. I know it has been a long time coming (too long probably) but I'm really looking forward to being able to share the early previews with you in the very near future.
This is a commonsense feature request. It would also be good to be able to schedule a follow-up on the company level; making it unnecessary to have an actual contact at the company if I want to schedule a follow-up.
Yes please. this would allow to manage several different streams for the one opportunity or problem
A 100% must
This is a must... Dynamic accounts and prospects will always have a multitude of tasks that need to be done.
100% needed! Allows us to manage the account properly and plan sales correctly