In longer notes, the text formatter goes off the screen. This makes formatting very hard (and I think impossible for links?). Many apps are now supporting Markdown shortcuts to allow the benefits of markdown without breaking current workflows. Even if we just had markdown shortcuts for link, bullet, and bold, it'd go a…
Hi there, is there a way to hide financial information (Deal values) from company users who use Projects? In a perfect system, I would ideally like to separate "Deals" from "Projects" entirely for my employees, since they only need to be managing projects, and not working with the financial aspects of Deals. Or at the very…
We use Leads, Deals, Mail, Activities, and Contacts. The other fields (Projects, Campaigns, Insights, Products, and Marketplace) are rarely used. For new employee onboarding, it would be nice to only have the relevant items on the menubar. The remaining items could still be accessible under More.
The pain: creating meeting activites through the API can only be semi-automated, if conferencing needs to be included right now. Ideally, it would be nice to be able to choose/select a specific conferencing option directly through the API call, but as I understand, it's pretty difficult to go that way. An alternative…
We are a start up ~ we need a voip free product that integrates to Google Voice or other free service. I've seen posts here saying it is compatable ~ but the links to where instructions are shown are broken.
Every sales person loses an incredible amount of time by sending email reminders. It would be great if the system can send an automatic reminder after X days with a standard text at the top. It is actually a kind of workflow. If the person emailed has not replied after X days, send email template 1 with the original email…
Please create a function to notify me if a person hasn't replied to my email within X-amount of days. When replying to an e-mail and not creating a new activity, one risks the chance of not finding the lead again. This is how this function on Close.com functions/looks like:
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…
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