Lee Emerson
Posts
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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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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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CRM Default store
Give the ability to choose a default store
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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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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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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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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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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...
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CRM Next Step field
Create NEXT STEP and Next Step date fields, every lead should have a next step with a due date or it should be marked Lost with a reason. This should be the only 2 options to move forward. Or at le...
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CRM Issue Dashboard assigned doe not show up
Dashboard - Assigned does not show who the task is assigned to. A pick list does not show up to select a person.