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Lead source report
It would be great if I can see on a dashboard under Lead Source Report how many leads came throug a specific channel such as Facebook, Google ads, SEO, GMB etc... and to see how many of them are lost/won/open/ HIGHLVL-I-3628
"Won" date on actual close date for reporting instead of date created
With SaaS mode becoming a bigger part of high level, it would be helpful to have the date that populates in reporting to be based off of the date won. I don't know of many businesses that count a deal/income on the date it was created. A majority mark a sale and income on the actual day it closes. HIGHLVL-I-3371
UTM Tracking and reporting
For leads that are won, I'd like robust reporting that allows us to track UTM/URL parameters, and the ability to run reports to be able to see which leads from which campaign types have a higher likelihood to close, versus no shows, versus cancels, etc. HIGHLVL-I-238
Guest List & Event Ticket Management
Would love a simple system like myguestlist.com Would love the ability to add "claimable" products in the product type section when creating a product. Currently we have physical product, digital product, and service. But I want a "digital ticket" for an in person event such as a festival. Where the ticket can be claimed at the venue entrance once. That way, the ticket number (because its digital) can't be given to someone else to claim as well. If there is no claim feature, staff won't know if a ticket has already been used. As for the guestlist. Currently you can have "sort of" a guest list with forms but only one person will be in the system and the attendees can only be ticked off with the person who submitted the list. For example, lets say you have a night club and you can submit a guest list and your friends to it. This will now give you and your friends free entry at the door if you get their before a certain time. But what if some of your friends couldn't make it to the line or door at the same time as you and have to come later or you might "split up". In that case, we need to be able to "tick off" each in individual person without each of them having to submit themselves to the door list all separately because this creates resistance. Usually one person in the friend group submits the list with all their friends included. This is what MyGuestList.com does. Would love to have this in here natively
Ability to Create teams
Now that we are able to add followers to the contacts and opportunities, it'll be great to have the ability to create teams or groups.... Ex. Real estate brokerage has 3 different teams, each team has a team leader, the team leader needs to see the data assigned to their reports. Having the ability to create teams will avoid manually adding followers... Ex. Every time James Jones gets added as assigned user his team gets added as followers.
Facebook Ads Reporting for multi-clients Ad Account
Have the ability for Agency Admin to filter campaigns shown in the reporting with a keyword to only show to the client his campaigns, or to select the campaign to show (1st solution is better)
Invoices should be able to start as Estimates, then move to Sales Order and then become and Invoice.
This is the common model for most B2B work, especially when working with larger companies.
Allow for creating Custom Fields that use Lookups from other records
Lookup fields allow users to create relationships between different modules and enable users to display related lists of a record. This will be especially useful when the full custom records are delivered.