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Caleb Caleb

  • Total activity 90
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Recent activity by Caleb Caleb
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  • Auto-create CRM Lead Option From All Quotes in RFMS Core/Mobile

    1. Community
    2. CRM

    We need an option for every quote that is not already linked to CRM/Measure to automatically create a lead in CRM so that numbers line up directly with the Business Insights/Core. Things like windo...

    • Created
    • 1 follower
    • 0 comments
    • 1 vote
  • Completed

    Chats Thread in Dashboard

    1. Community
    2. CRM

    It would be nice to have the option to have a place in the CRM Dashboard to show all of the chats available at a glance just like a phone's texting app. 

    • Created
    • 1 follower
    • 1 comment
    • 3 votes

  • Link Multiple Quotes

    1. Community
    2. CRM

    It would be awesome to be able to link 2 or more quotes to a lead. Sometimes My measures don't create a lead and I have to create one in CRM that is not linked. I used to be able to create a lead f...

    • Created
    • 7 followers
    • 9 comments
    • 9 votes
  • Completed

    CRM Chat Notifictions

    1. Community
    2. CRM

    It would be nice if we could get a chat notification by email since we can only use the chat through a tablet.Also need notifications on the tablet/phone to come through on the Home Screen.I’m scar...

    • Created
    • 4 followers
    • 3 comments
    • 6 votes