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Option to create CRM contacts in Unleashed through Two Way Sync

It will be great if there is an option in the CRM for the User to specify if they want the CRM contact to be created in Unleashed. A customer would like to create new contacts in Unleashed through the two way sync as there is no real distinction b...
Guest 11 months ago in Unleashed 0 Available as Preview Feature

Sync Unleashed Accounts/Contacts two-ways

Many new customers expect that when they update records in Unleashed that the records in the CRM will also get updated. It is assumed that these records are synced rather than just imported. We should see if something like this is possible.
Arthur Ashdown over 4 years ago in Unleashed 9 Available as Preview Feature

Set targets / goals for sales teams

Almost all customers set targets for sales teams, in general these will be Annual or Monthly targets. we should add into the user management the ability to set these that only administrators can see. Then we should have standard reports which each...
Guest over 6 years ago in  3 Available as Preview Feature

Ability to set budgets/ targets/goals for customers

Lots of our customers will set "budgets" for how much they expect to get from each of their customers each year. They then use spreadsheets to manage the tracking of how they are doing against these budgets. We should create a standard process for...
Guest over 6 years ago in  1 Available as Preview Feature