Feature Requests

Please add Trade allowance as a permission based setting

would love the column of leads to stay constant while scrolling to the right. i would like to see the leads per head as a constant feature to compare while i am scrolling to the right when i have a one-on-one with my sales team.

It would be really nice to be able to have a profile for our sales people that when you click on there name it give you 30-90 day rolling averages of there closing percentage, work plan percentage, calls, texts, emails, videos. Basically like a social media profile that give us quick and accurate info in real time based on how the staff is doing

I would like to be able to change the default pipeline columns across my organization. I am always adding Vehicle, Trade vehicle, Source Description and Last Note to the pipe views.

I would like to have the ability to clock users out of Drive if they are with a customer so that any leads go to available users.

I want to be able to customize our team names in the system as opposed to relying solely on the team lead's last name. This will help add some fun to the system and help differentiate teams when I have team leads with similar last names.

It would be great if the admins for the store could upload the employee's profile photo in their CRM profile for them.

Please update the current user type label “Salesman” in User Management to “Salesperson” to better reflect inclusive, gender-neutral language. This small update aligns with industry trends and promotes a more welcoming environment for all users.

can tasks that's assigned to someone else no count against the sales person? For instance, if I have a task to complete a call and there is a reminder for Desk one (manger) to follow up, it will show 2 tasks for me. When in actuality it should show 0 due to me doing mines and the other tasks should show under Desk two

It would be very helpful if admins could edit user signatures. We utilize custom signatures and our users aren't always on point when it comes to inputting the signature we have provided for them to use.