Arian Emerson
Activity overview
Latest activity by Arian Emerson-
Arian Emerson commented, Yes i agree chat notification pop ups stack on one another and only stay up briefly. Time sensitive ones can be easily missed.
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Arian Emerson commented, Great idea
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Arian Emerson created a post, CRM search by phone number
In the search field in CRM please allow it search our phone number feels by phone number. Many people are calling in all we have is a phone number they have multiple business name his and her wife ...
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Arian Emerson created a post, CRM Dashboard tasks do not scroll
Dashboard - Pending tasks box does not scroll when i have more than 5 tasks showing but have more tasks than 5
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Arian Emerson created a post, CRM Default store
Give the ability to choose a default store
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Arian Emerson created a post, CRM Close this week focus
A way for sp to mark closes HAPPENING this week “rank” opps. Maybe the “pale green” color won needs to be darker and “pale green” need to demote “next closes” or “this weeks closes” or “90% sure to...
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Arian Emerson created a post, CRM Worked on today
A manager needs to see every File that was worked on today. Specifically, the notes that were put in notes field when a file was worked on. In a simple list: Cust Name Note Future Task Date This wi...
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Arian Emerson created a post, CRM Lost sorts
A mgr needs to see all lost leads separated by Contact, products, quoted, closed, lost, , seperated by Lost reason, Date, by SP for evaluation and training and possible resurection.
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Arian Emerson created a post, CRM Lost opp back to products, quote, etc
Lost Opp's - A manager only needs the ability to move an Opp back to products,, quote etc. Somtimes quotes can be resurected and need to be worked on.
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Arian Emerson created a post, CRM Pipeline sorting
Pipeline Sorting - Ideas to be on topCreate an estimated close date field that SP enters to sort by.Create previous customer or refferal fields to make higher priority or make an icon, these are ea...