When attempting to assign 1000 lead records, receiving an error message indicating a failure to connect to the server due to a timeout request.
The customer is experiencing an issue when attempting to assign 1000 lead records, receiving an error message indicating a failure to connect to the server due to a timeout request.
The underlying cause was identified as a batch call from the UI that triggers 1000 individual ...
MSD Column Filter Templates
I would love to see if its possible for MSD Sales to have a function where we can create templates for our column filters. Which we can create a filter to list out leads in certain categories whether it would be (Contact Status, Last Contacted, Lead Owner, etc.) and save to then revisit to use...
Connect newly created “Opportunities” to “Leads”.
Conversion from “Leads” to “Opportunities” is confirmed as the default behavior, but linking from “Opportunities” to “Leads” is currently not possible.
There are cases where it is desired to convert (link) newly created “Opportunities” to “Leads”, so we think that enabling con...
Adding a qualify button to a Business Process Flow page
It will be good if there will be a possibility to add a qualify button to a Business Process Flow page
Update Marketing Contact to Sales Ready when qualifying a Lead
When a Lead is already linked to the corresponding Marketing Contact, and we associate it with an Existing Account, upon Lead qualification, the Marketing Contact should be linked to the Existing Account and marked as a Sales Ready contact. Thank you.
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...
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...
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...
STATUS DETAILSNew
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...
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.