Kanban View of Sales in Pipeline

Quite simply arrange sales pipeline as cards dependent on stage on a Kanban board. Other ways of sorting would also be desirable.This makes managing current opportunities way easier with a click and drag cards to the next stage way easier and a simple graphical reference rather than the current list view.

Matthew Vanderburg 8 months ago

1

Sales Pipeline

+1

CRM/ Sales Lead: Logging Automated Sales Lead Pipeline Emails

Summary: A feature request to ensure that emails sent automatically through Sales Lead Pipeline stage changes are logged both in the CRM Email log and the Contact's Communication history for tracking and auditing purposes.Intended Outcomes:Complete tracking of all communications within the CRM, providing a transparent history of interactions with each contact.Enhanced ability for users to follow up and review automated communications sent through the pipeline stages.

Tara Reichelt About 1 month ago

CRM

+1

SALES LEAD: More flexible Lead Pipeline Imports

Summary: Enhance the flexibility of Lead Pipeline imports by introducing a system that allows for both required and optional fields, enabling the creation of comprehensive client objects alongside lead data. Additionally, propose a tool for generating customizable CSV templates, simplifying the import process.Intended Outcomes:Users can import leads with essential information while also having the option to include additional details to create richer client profiles.Streamlined lead import process tailored to user-specific needs, reducing clutter and focusing on relevant data.Enhanced integration with the "Create Lead" form action, offering a direct path for matching collected data with CRM fields.

Keith Azzopardi About 2 months ago

Sales Pipeline

Introduce a 'Sales Representative' field, in Quotes (CRM/Sales)

Summary Implement a feature to track and report on sales representatives linked with quotes generated in the CRM.Intended OutcomeEnhanced KPI reporting capabilities for clients.How Will It Work?Introduce a 'Sales Representative' field, similar to the one available for Jobs, allowing users to select a salesperson when creating a quote or invoice.This data can then be utilized in the quote reporting function, similar to how it's done with invoices.

Keith Azzopardi 9 months ago

Usability

+3

Sales Lead: Customization of Lead Details with Actionable Fields

Summary Introduce the ability to add customizable fields to leads, such as "Next Action Date," to facilitate more effective follow-up and lead management. This feature would allow users to tailor the lead capture process to include specific details pertinent to their business operations, like lead categories, interests, and challenges.Intended OutcomesUsers can sort and manage leads more effectively with fields that match their follow-up process.Tailored lead management that captures unique business requirements, enhancing the CRM's adaptability.

Gordon Johnston 2 months ago

Sales Pipeline

Sales Leads: Location Field Creation and Linkage to Lead Records

Summary: The proposed enhancement involves adding a location field to lead records in the CRM, allowing users to create and link a specific location to a lead. This location would then seamlessly carry through into subsequent quotes and job records. The feature is designed to leverage existing location data, improving efficiency for users who receive leads with pre-known locations.Intended Outcome:Streamlined lead-to-job process with the automatic transfer of location details.Reduced manual data entry and potential errors by utilizing existing location information.Enhanced data consistency and accuracy across the CRM, quoting, and job management modules.

Gordon Johnston 3 months ago

Sales Pipeline