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Feature Suggestions for Maximizer CRM

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24 results found

  1. Ability to choose any of the opportunity fields as the default email subject line for monitoring.

    Ability to choose any of the opportunity fields as the default email subject line for monitoring. "Opportunity 150622251427201590198O has had a Note Created" is a little meaningless as a subject line, when you have many opportunities to monitor. They all look the same in my inbox.

    11 votes
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    Under review  ·  1 comment  ·  Sales Opportunities  ·  Admin →
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  2. Ability to duplicate an Opportunity and then change the client name

    Very often, many of my clients are bidding on the same projects. It would be nice to be able to Duplicate one clients job and change the client name. I have many UDF's, and a lot of the info is the same. It would save heaps of time on data entry.

    10 votes
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    1 comment  ·  Sales Opportunities  ·  Admin →
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  3. Confidence Rating improvement

    Suggestion to Improve Confidence Rating use.

    The program should be rewritten as follows:

    Each Confidence rating should have a probability attached to it, just like the stages. The logic would be as follows:

    1. Set a probability rating for each stage.
    2. Set a probability for each Confidence rating.
    3. If the Confidence probability = the Stage probability, use the Stage probability.
    4. If the Confidence probability is less than or greater than the Stage probability, use the Confidence probability.

    This would make the Pipeline much more accurate. The effect would be to tweak the probability and get it much closer to the truth.…

    47 votes
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    5 comments  ·  Sales Opportunities  ·  Admin →
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  4. Opportunity Reassignment and Opportunities without a Company Assigned

    In certain industries you do not know who the end customer for your opportunity is until the deal closes (i.e the quote may be to a sub contractor) In these cases it is desirable to be able to reassign the company that the opportunity is linked to, effectivley moving the opportunity from the sub contractor to the enduser/client where the goods /services will be delivered.

    Ideally in the same industries it would also be a great benefit if you could have opportunities no customer (which could be assigned later). I think having a linked partner would be recommended.

    38 votes
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    Under review  ·  3 comments  ·  Sales Opportunities  ·  Admin →
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Feature Suggestions for Maximizer CRM

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