Base Ideas

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  1. Show lead and lead activity on company record

    It would be so helpful to be able to go to a company page and see all the contacts AND leads and the associated activity on the same page. We often have people who fill out a form on our website which means that they automatically become a lead even though they are already a current client or active prospect. This then creates a duplicate record for the person (since they were already a contact) and then the activity on the lead doesn't even show up on the company record so you might not even realize that this duplication is…

    9 votes
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      1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
    • calendar dates

      Automated Actions: deadlines are calendar days NOT working days. FIX this, please. AND/OR at least let the company determine working days vs calendar days.

      15 votes
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        0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
      • Color Coding or Symbols

        I understand light green is associated with the brand of BASE, however I'd like there to be color coding or different symbols that appear on my calendar to make it easier to look at/read/understand. I also don't think it is necessary to show finished tasks on the calendar - it makes it too cluttered.

        1 vote
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          0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
        • It would be great to be able to leave bulk history notes.

          Use case: I have a smart list of leads that I contacted via LinkedIn. I could then just go to my LinkedIn inbox and follow up with them and then just quickly select all (the entire smart list) and leave a bulk note that I followed up with them.

          1 vote
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            0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
          • I need pills for increase the erection.

            I need pills for increase the erection. Can somebody help me? I just want to see some pharmacy prices if u know what i mean. I hope for your help.

            1 vote
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              0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
            • attaching documents from google drive

              I would like to be able to send emails within base and attach files from the relevant Google Drive directory.

              1 vote
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                0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
              • quick add to leads

                when you do a quick 'add to lead', I'm often adding a person from the same company. Therefore [company name] should be an auto-fill or auto-drop down if the company already exists.

                1 vote
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                  0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                • forwarding an email

                  when forwarding an email, why does the recipient of that initial email have to be included in the forward? That should be optional because I may not want to include that person since they've already received it.

                  1 vote
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                    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Adapt the width of the columns in the Opportunity List view

                    I suggest adtpting the width of the collumns in the Opportunity List view to improve visualization and control

                    1 vote
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                      0 comments  ·  Miscellaneous Settings  ·  Flag idea as inappropriate…  ·  Admin →
                    • Build out a Key Account Management system similar to Kapta

                      A system for businesses with trailing revenues from accounts, where the sales rep onboards the account and remains their point of contact. So you can manage account pools and understand all the interactions that have happened with a particular account. The current CRM is incredible but we don't drive all customer sales after the onboarding process. But the Rep is still responsible for their general happiness and continued purchasing.

                      3 votes
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                        0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • Speed up audio playback option

                        It would be nice to be able to speed the audio playback up 50% or 75%

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • rwcbyi93406@chacuo.net

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                          1 vote
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                            0 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
                          • filtering by additional fields

                            its great that I can filter by the latest outgoing email date but it would help a lot to know the content of that email (eg. subject line or name of email template used).

                            An important of prospecting is developing numerous email templates so that they can be spread out over time. This additional filtering feature would help me keep track more easily.

                            1 vote
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                              0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
                            • Optimizing the timeline

                              Can you make it so that numerous *not reached* call-protocoll entries in a row are shown combined as one... would make the platform a lot more overseeable, especially when it comes to often times unreachable customers.

                              Cheers

                              3 votes
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                                0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Primary Contact Email and Phone as field options in Deal View

                                One of the fields I can add to a Deal Smart List is Contact. Then you can add contact address, city, ect. Is is possible to add contact email, phone. I like to export lists from this view and If i could add that kind of contact information it would save me multiple process steps. Thank you!

                                10 votes
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                                  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
                                • #Hashtags and @

                                  Notes, Logged Calls, and all... it would be awesome if we could use #hashtags and @ to look for trends and notify people.

                                  #hashtag
                                  Hashtag would help us figure out trending keywords or issues we've been encountering. The goal is to have trending keywords map to deals/contacts that auto-convert into tags. This would ultimately help us quantify an issue instantly.

                                  @
                                  Right now, we use other programs to let teammates know when certain actions happen. If we could use @, it would remove a step in the communication workflow and keep us using Base more often. Ideally, the @ would…

                                  21 votes
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                                    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Scaling of header menu bar with split screen

                                    Hi,
                                    whenever I use two windows side by side (on windows, 15 inch, 3800x1920px resolution), the search field disappears completely out of the window to the right.
                                    This is extremely annoying, especially since there IS space betreen the reports and notifications symbols, that you could use.

                                    Please fix this. :)

                                    Cheers, Lukas

                                    1 vote
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                                      0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                    • timeline in iOS

                                      Hello,

                                      I would like to suggest implementing a Timeline feature similar to the one in the web app in the mobile app.

                                      This would make things much more user-friendly then jumping back and forth between different sections to get a global picture of a Deal for example when preparing for a Meeting or Call.

                                      Thank you for considering this!

                                      3 votes
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                                        0 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sent emails not visible in base if more than one email

                                        Base does not show sent emails for leads when lead has more than 1 email address

                                        1 vote
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                                          0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                        • quickbooks sync

                                          is there a way to sync base with quickbooks?

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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