Track meetings without using appointments or just don't send invites for times in the past
If our sales force is cold calling customers then by definition they are not scheduling this in advance. Unfortunately, the only way they can log a meeting is to create an appointment which will end up sending a meeting invite even though the event was in the past. There really should be a way to...
Allow multiple periods for goals
We can adjust our fiscal settings to allow annual, quarterly, or monthly goals, but only one. There are some metrics I would like to assign annually like a sales quota, and some that I may want to assign on a monthly basis like activity metrics. It would be nice if I didn't have to just pick o...
Allow verification of competitor price on loss form
Often times we know (based on a copy of a quote, email, or phone conversation) exactly what our competitor quoted on a job that we lost, but other times we get rough directions like "you were 5-10% higher than another company". For market intelligence it would be nice to know when we are guessing...