1

Unhide the company name field on the Lead entity to add it to the system view

Issue Description: Cannot add Company Name column to system view


Repro:

-Login to affected environment

-Go to Sales application

-Navigate to the Lead entity and then click on "All le...

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Category: Lead Management (81)

STATUS DETAILS
New
1

Sorting of funnel chart based on the custom string field

Currently when user are sorting the funnel chart it is not sorting with the custom string field and showing random numbers:


Requesting functionality to sort by an assigned way for example "0" or empty is at the bottom or top of the funnel cha...

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Category: Lead Management (81)

STATUS DETAILS
New
2

Make Master ID column (Parent lead that current lead was merged into) more accessible

The "Master ID" lookup column is locked from modification.

  • It is not possible to make it searchable to views (e.g. making a "Merged Accounts" view)
  • It is not possible to add it to a view
  • It is not possible to add it to a form. There is a "Merged" Yes/No column that y...

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    1 Comments

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    Category: Lead Management (81)

    STATUS DETAILS
    New
5

Make Merge button available in Leads command bar

Currently the option to Merge leads is only available if duplicate detection is triggers and the "View Duplicates" button is displayed.

The Merge button is only offered within the "View Duplicates" dialog.


A "Merge" button should be available when 2 or more leads are sel...

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1 Comments

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Category: Lead Management (81)

STATUS DETAILS
New
1

Add option in Focused View to select which of the Leads' numbers is called

When opening Lead records in Focused View, a call can be made using the left-side menu to a specific lead.

It would be a great option for end users to be able to select previously to the call, which numbers they wish to call for that lead.

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Category: Lead Management (81)

STATUS DETAILS
Needs Votes
1

Creating leads related to existing customers/accounts

Its neccessary to remove ineficcient data entry. If you are in business for decades then its likely that most leads created are for already existing customers/accounts (existing customer doesnt mean its opportunity). When starting with lead there should be first iption to choose from existing ...

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Category: Lead Management (81)

STATUS DETAILS
New
1

Select existing or new contact/account for Leads Oob

Its not efficient to fill lead contact and account fields and discover on qualifying that this account or customer is existing. Standard OOB functionality should be that you can just choose existing account or contact first and when missing then can create new. Saves some effort and improved d...

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Category: Lead Management (81)

STATUS DETAILS
New
1

Mapping of Parent Contact for Lead

Background - Issue

When Selecting "Parent Contact for Lead" field, few fields are getting populated automatically like "Business Phone", "Email", "Mobile", etc.

  1. When removing the Parent Contact for Lead these fields are not getting cleared
  2. If selecting...

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    Category: Lead Management (81)

    STATUS DETAILS
    New
1

User should get notified with a success message when the Lead Owner is updated and assigned to another user

For the users having user level privilege, they should get notified that the Lead Owner has been updated successfully, when they assign the Lead to another user - currently the system only shows "Access Is Denied" error message and user does not know that Lead Owner has been updated.

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Category: Lead Management (81)

STATUS DETAILS
Under Review
1

Sequence Linkedin Integrations

Hi,


Fairly straightforward but would love to add conditions to the linkedin integrations when making a sequence, I imagine it requires some collaboration with linkedin but would be great to have the same features as when putting conditions on emails, for example "if opened do ...

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Category: Lead Management (81)

STATUS DETAILS
Needs Votes