Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
22 results found
-
Add the company name field to consolidated activity report details
Currently the details list only date time and note. Adding the company name to this detail report would be beneficial as you can't link to the record itself.
1 vote -
Use Swimlane User Interfaces
This is useful not just insales opportunities, but in a to of places.
For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).
I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.
Look to HubSpot and Trello for examples and inspiration.
1 vote
- Don't see your idea?