Feature Suggestions for Maximizer CRM

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  1. Possibility to change Partner in opportunity.

    Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

    BR Jesper

    4 votes
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      1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    • Make the new Quotes feature available from Mobile Access

      Most smartphones can now have Excel on them so is it feasible please to be able to utilise the new Quotes feature in Maxmobileaccess?

      3 votes
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        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • Global Edit to Update Campaign on Opportunities

        When you are working with Global Edit feature in Opportunities you cannot set the Campaign value, the old version (legacy) has this feature.

        1 vote
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          0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
        • Address book entry details tab for opportunities

          When viewing a hotlist task there is an 'Address Book entry Details' tab.

          Having the same tab when viewing an opportunity would avoid having to switch between modules.

          9 votes
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            0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
          • Prevent opportunities from being saved with no process set

            Right now (in CRM Live) if there are multiple sales processes defined you can open an opportunity, set or leave the process field to blank, and save the opportunity. This results in an opp with no process or stage set.

            For clients where opps are created via the API, they are ALL coming in without process (because processes/stages can't be set via api) so it's messing with their reporting.

            Thanks!

            3 votes
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              1 comment  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
            • quick search

              The Web Quick Search is excellent for Address Book entries.
              But it is almost useless for Opportunities and Customer Service Cases as it doesn't allow you to search by Company or Contact Name.

              4 votes
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                0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
              • Exporting Opportunities with Last Added Note

                When exporting 'In Progress' opportunities would be good to export the most recent note added under each opportunity into excel so when creating sales reports we can see what we have outstanding and when we last spoke to client to see progress of jobs. Not all users will update information into the comments section of an opportunity, most of them will add a note under each one.
                Exporting notes to Excel will always be helpful!

                3 votes
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                  0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                • 1 vote
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                    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                  • Ability to select Total Revenue as a Manadatory Field

                    Currently Total Revenue is not available to select as a Mandatory Field. Can this be added please?

                    6 votes
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                      0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                    • Partner Key Fields

                      I think it is really essential that the following fields can be included when setting up a Key Fields View for Partner Opportunities:
                      - Confidence rating
                      - Product / Services
                      - Categories

                      or am I missing something by any chance?
                      Many thanks & regards

                      3 votes
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                        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                      • Apply Process Changes to Existing Opportunities

                        If a user edits an existing process in any way then Maximizer should ask the user if they want that adjustment to be applied to all existing opportunities that use that process. To allow for consistency after process editing.

                        11 votes
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                          0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                        • Notifications for the sales stages would be super helpful

                          It would be really helpful if I could have a prompt or notification pop up after a predetermined number of days for each stage of the sales process within Maximizer. This way my sales team are guaranteed to keep on top of accounts that are listed as opportunities!

                          4 votes
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                            0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                          • Date last contacted on opportunity

                            We would like to see an Date Last Contacted on the opportunity. It should be updated based on selected note or document activity on the opp itself. It would be better still if the feature monitored changes at the address book and cascaded an update one or both ways (user option). So, if I meet with the client and make a note in the address book or the opp, the address book and opp 'Last Contacted' would update. If I update a note on the opp, then the user can opt to update just the opportunity date or also the…

                            37 votes
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                              4 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                            • opportunity status

                              It's important to record whom you lose an Opportunity but frustrating to have to go back to the Competitors/Partners Tab to select them first. Then return to the Status tab's Competitor drop box to select them again.
                              Why not give the Status Tab's Competitor drop box access to the Competitor list instead?

                              6 votes
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                                0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                              • Search Stage Age

                                It is helpful to be able to present current stage age and the age of each stage of a sales process in column views but it is frustrating that we can't perform searches on the stage age (current or within each stage historically). If we could make searches in Advanced Search we could make useful dashboards about how many opps spend a month or a week in a certain stage.

                                15 votes
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                                  0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                • Show related opportunity details when you scroll through the Hotlist

                                  Show related opportunity details (at the bottom screen), when you scroll through the Hotlist.

                                  4 votes
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                                    0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow use of the 'Actual Amount' Basic Field in Accounts (Opportunities) module formula UDFs

                                    Allow use of the 'Actual Amount' Basic Field in Accounts (Opportunities) module formula UDFs. This would allow users to determine further breakdown of specific information, such as, sales commission splits etc.

                                    3 votes
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                                      0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add the "Related entries" feature to Opportunities

                                      Copy the "related entries" feature from Address Book to Opportunities.
                                      Even if the Companies are different, sometimes we know that 2 opportunities are linked and the success of the first one can help the second one to be also successfull. A related entries tab can help to save this kind of information.

                                      20 votes
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                                        0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Opportunity Keyfields to allow inclusion of Address Book Level UDF's

                                        When an Opp is Won there is often a need/desire to update a value at the AB level eg add a new product to a list of what the client buys, or perhaps update a date, or maybe change the Category from Prospect to Client, so it would be great to be able to access these from within the Opps Key fields

                                        4 votes
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                                          0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Opportunity field Mandatory based on rule

                                          Allow to create the mandatory rule for Opportunity based on Address Book fields.
                                          Example :
                                          if the Company "Category" = "Reseller", the UDF "End customer" on the opportunity must be mandatory.

                                          20 votes
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                                            0 comments  ·  Sales Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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