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Ability to change default dates permanently
Right now on the dashboard and anywhere else it is shown, the default dates are feb 2nd to whatever date it is today. Yes, you can change it to this month, or last 30 days, etc... However, you have to do that every time. So it would be easier if w...0
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notes
No description provided0
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Separate Settings for Users and Admin
Give some basic options to users to change their info and save time for Agencies.Have a separate settings menu for USERS that allows them to change their password, or other benign info. Additionally, this keeps separate all the "ADMIN" setup opti...0
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Instant Notes (Company/personal, not account)
It would be really useful to have an area where we can post "company" level notes - not account notes, but company notes. Like having a journal. Something we can pop up quickly, no matter where we are in the system, and record a time/date stamped ...0
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Survey qualification triggers a confirmed appointment
Confirming or cancelling an appointment based on a certain box being checked on a survey ORRRRRR incorporating qualifying questions in the appointment setting process (i.e. view calendly for reference on the question formatting)0
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Add a 'mark as' action inside of triggers
This could be used to automate marking wins with external triggers like a contract being signed. Also, for stale opportunities that are non responsive could be marked as abandoned.0
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Ability to "send sms" and "send email" triggers WITHOUT it showing up in the "conversations" tab
It would be great to be able to have SMS and Email notifications go out when leads optin etc, but NOT have it show up every time in the conversations tab bc it really clutters it when you get clients lots of leads...we use a zap for this, and to t...0
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Allow Duplicates in Pipeline
Some Pipelines need to allow duplicates entries. For example: a database recovery campaign with it's own Pipeline. In one scenario, the contact enters, doesn't close, oppy is lost, then some time later (doubtless due to our awesome follow-up rou...0
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Ability to Assign Custom Fields
It would be nice to be able to group them and assign them so that if there are some that you don't want to appear or are irrelevant to certain contacts you can elect to hide them.0
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Ability to Rename "Calls"
In a campaign, you have the ability to rename emails, and SMS messages but not calls. If you are creating a workflow and you add a call in later and move it to a different spot, then your workflow might read: Call 1, wait one day, Call 7, wait one...0