Creation Products in all languages (not only base language)
To have the possibility to create products, bundles and everything in the catalog even without being in the language base. Today (10/2020) in a multilanguage CRM we are obliged to switch to base language to create new products.
Rename Quotes Files when downloading
When we download a quote from the record, pdf or word format, we should be able to rename it or at least choose a field to name it. They can't be all with the same name.
Email notification for reminders
Hello, i propose to add a simple feature that is to simply set a reminder email. Today we have to create a workflow, but salesperson need to set easily reminders not only with tasks but receiving an email. Exemple: when they create a quote, they should select, depending from the client, when th...
Simplify import and update of Price Items
In my experience, 100% of customer have products and prices on the same table, and they would like to import those two informations at the same time, instead of import products and then price items. Very often imports fails because of format of files, names, spaces etc. So the experience for the ...
Leads or Contacts can exit from a journey if they don't interact
The outbound journey allows you to stop the journey in the middle if a contact doesn't open the mail or if he doesn't submit a form.
So if the IF condition in on "false", his journey ends.
In the new real time journey, his journey doesn't end, but it continu...