Base Ideas

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  1. Contact Smart List

    I would like to be able to view the contacts associated with deals. This seems like obvious functionality.

    5 votes
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      1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
    • User filtering on Dashboard

      Would be great to be able to filter on user on the Dashboard so I can flick between the team or my own activity.

      3 votes
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        0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
      • show what the notes are on the main panel so you don't have to open each lead to see what notes have been put into the lead.

        show what the notes are on the main panel so you don't have to open each lead to see what has been noted on the lead. You could either have the note displayed all the time or have it pop up as you roll over each lead. This way you don't have to open each lead to see that you've already called it, they weren't interested, they weren't qualified, etc...It would save a bunch of time and make the app that much more user friendly!

        1 vote
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          0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
        • Please call me

          Need to understand activities that are summarized.

          1 vote
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            0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
          • Dashboard for Leads

            It would be nice if there was a landing page for the leads that showed you the company, or region where you do your sales, showed the last person you 'touched' and showed the person(s) you haven't touched that still showed as active. THe Leads and contacts are lost in the smartlist world, and there is no clear way to see them all.

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