Base Ideas

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  1. Allow more than one user to have ownership of a Lead/Contact so they can collaborate

    Currently Users can only collaborate with their Manager or an Administrator. When a Lead or Contact is near a border, several BDMs need to have visibility of that person, however since they must below to one or the other the two BDMs cannot currently collaborate on that lead. We need a way for two side-by-side users to see and collaborate on a single lead or contact without being able to see all the contacts in the other region.

    30 votes
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      1 comment  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
    • Create Task for Other Users

      I am continually thinking of task/assignments not only for myself but for my staff. On the desktop, I can assign to other users. I cannot do this on the iPhone, and this is a MUST NEED update. I have to assign it to myself and remember to change it on the desktop for another user. This should be a VERY simple update.

      18 votes
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        2 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
      • Slack!

        It's 2017. Slack integration is a must.

        10 votes
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          0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
        • Sharing smart lists

          It'd be great to be able to share smartlists with other members of the team.

          8 votes
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            2 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
          • Non User Collaborators

            I am the sole user of the software but often work with external IT, construction and other services that I need to have the contact information handy when working on the deal. I am not going to buy additional users just to add them on that tab.

            6 votes
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              1 comment  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
            • Collaborators API

              It would be nice to be able to access the collaborators API.

              3 votes
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                0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow for collaboration across multiple base accounts

                My company has separate base accounts for the separate sales teams but we collaborate on some sales. Being able to share between our accounts would be excellent.

                3 votes
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                  0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                • Remove restriction for "my communication" smart filters so that you can filter on communication activity for everyone

                  The new "my communication" filters are great, however they only show activity based on your communication. As a manager, I want to make sure our company is communicating with our customers enough. So, to get this visibility, please remove the filter to only show "my" communication. It would be better if we can simply toggle this filter on or off to show only your own communication or to show all communication across all the members.

                  3 votes
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                    2 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow bulk emails to leads of other team members

                    When I enter the communication center and am adding recipients for a bulk communication, I would like to be able to add leads from my colleagues to the recipients. I currently can not do this because adding of recipients is restricted to my own leads. This forces me to send these emails outside of Base.

                    2 votes
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                      0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                    • Group Messaging on Base

                      Do you all offer a feature where we could message our other team members in Base and start a conversation about a particular deal or contact? That would be really cool. Right now we find ourselves sending each other tasks with little notes and that doesn’t work well because there is no way to reply. Also being able to tag another team member on a particular note for a deal or contact so that it emails or alerts them so they read it would be great.

                      1 vote
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                        0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                      • 1 vote
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                          0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Outside sales & Notes

                          When someone leave a note on the all activity dashboard, it would be very helpful if a comment or follow up note could be left in the same string. Time stamped by the person that responded to the note.
                          Maybe the person leaving the note can check a button "needs attention" or "Assign this note to"
                          Thanks,

                          Jeff

                          1 vote
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                            0 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                          • integrate with Slack

                            i'm sure i'm not the first to say this, but it would be great to have a deal in base associated with a channel in slack to allow our internal team a place to discuss and collaborate.

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