CRM

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Looking for "Advanced" Users

Keigen Krueger March 05, 2025 22:14

2 votes 0 comments
Exporting list of checked out samples

Matt Wagner March 05, 2025 13:33

1 vote 0 comments
Adding business name in new CRM opportunity

Barry Galbreath March 02, 2025 22:40

0 votes 0 comments
Automated Text Messages to Clients for Measures/Installs

Ryan Boender January 24, 2025 00:39

0 votes 1 comment
Moderator/Community Activity

Keigen Krueger November 11, 2024 18:03

2 votes 1 comment
History for Sample Check Out

Keigen Krueger August 14, 2024 17:01

1 vote 1 comment
Ability to export list of samples checked out in CRM

Matt Wagner July 31, 2024 12:40

3 votes 1 comment
PO Numbers on CRM Opportunity Quote Page

Dustin Moreau June 10, 2024 15:42

4 votes 2 comments
Measuring Estimator Performance with CSV Dates

Jon Martin June 05, 2024 14:40

3 votes 0 comments
CRM export of counts and values - include Estimator Name

Matt Wagner May 08, 2024 15:48

1 vote 0 comments
Questionnaire - Print or Save to PDF

Jon Martin May 01, 2024 12:34

2 votes 0 comments
CRM Dashboard accessible for managers

Matt Wagner March 22, 2024 12:09

2 votes 0 comments
Identifying an opportunity as having been measured

Matt Wagner March 21, 2024 20:12

2 votes 0 comments
notes for sample checkout

John Longendyke Jr. February 28, 2024 16:25

1 vote 1 comment
Chat Notifications For Other Salespeople

Ryan Boender February 21, 2024 21:20

5 votes 2 comments
Lead Strength

Nathan Starkovich February 10, 2024 03:02

0 votes 0 comments
taxes included in report totals - should not be

Guy Pylyplw February 02, 2024 15:46

2 votes 0 comments
CRM - Tag Products by barcode scanner instead of camera

Dominic Mickelson ext 2105 December 26, 2023 18:50

3 votes 0 comments
Auto-create CRM Lead Option From All Quotes in RFMS Core/Mobile

Caleb Griffis December 16, 2023 16:10

1 vote 0 comments
Address Validation

Lori Glancy November 08, 2023 18:58

2 votes 1 comment
KPI Tracking

James Kruczek October 16, 2023 15:24

5 votes 2 comments
Employee roles in different apps need to have different settings options

Dominic Mickelson ext 2105 October 13, 2023 14:48

4 votes 0 comments
CRM Note Attachments Option

Cayden Dunbar September 26, 2023 20:39

2 votes 0 comments
CRM CSV Data Download Fields Missing - Needs Created and Last Touched Dates

Steve Brannen August 22, 2023 13:45

0 votes 0 comments
Chats Thread in Dashboard

Caleb Griffis July 24, 2023 17:46

3 votes 1 comment
Schedule

Mary July 05, 2023 19:18

2 votes 1 comment
Resizing the Dashboard Boxes

Amanda Marini June 14, 2023 23:26

1 vote 0 comments
Merge Opportunities

Annette Hutcheson June 07, 2023 18:28

6 votes 3 comments
Copy & Paste from Comments

Amanda Marini May 26, 2023 18:51

4 votes 0 comments
CRM Sample Check In Window - Allow Sales Associate to see all Samples checked out & link notes to Activities

Lisa Shoaff May 25, 2023 17:29

4 votes 0 comments

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