Email Address Specific Consent


The CRM record email fields date back to the times when you might have had only one or two email addresses, no linkedin, no facebook, ect. In our case we may have a specific consent in regards to the linkedin email address (often this is the private @hotmail.com address) but any other consents ...

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Category: Consent and Compliance (23)

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Needs Votes

Relate the customer journey to products if you advertise products


Ability to add one or multiple products you advertise for from the product entity (incl. Bundles, Kits, etc) to be able to track and work product based advertising. incl. Lead nurturing / cross selling customer journeys from an initial product over (one or several) follow-up products.

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Category: Customer Journey Design (84)

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New

CRM views: add column Search --> All as default setting


Our internal crm 'end user' does not know what 'Custom' or Default means. She just opens the forms and once she does not find the field in the list, she skips her try to add a field on the fly, frustrated as 'it is not there'. ...

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Category: Account, Contact, Calendar and Activity Management (574)

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New

Recent records: add symbol for distinction between lead, contact


if you swap between lead and contact of the same fullname you have a couple of 'John Smith' in the navigation right after Recent Symbol. Times you want the lead, times you want navigate back to the contact but you cannot see which one is the lead and which one is the contact. For faster naviga...

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Category: Account, Contact, Calendar and Activity Management (574)

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New

Lead Outlook Synchronisation as Task


One of the discussions we had if ever you could sync a lead as an outlook task?Yes, you could create a workflow that makes a task for a lead but if the lead has a est closed date to have e.g. this one as a due date on the task for a seller popping up in his outlook opening it up and nav...

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Category: Sales Accelerator (3)

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New