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ATTACH DOCUMENTS/ PICTURES TO NOTES
I would like to have the ability to attach documents or photos to notes. A picture is worth a million words.
21
·
under review
192
UNPIN old notes
Managers ability to unpin a salesperson's old note. One that doesn't pertain to the current deal. So frustrating seeing old notes that don't apply anymore!!
0
6
Picture Note
could we make it possible to add a picture as a note. that ould be very helpful on certain situations.
1
1
Add a "Like" Button or Ability to React for Mentions and/or Notes
Have a like button so that whoever tags someone in a note can like it instead of having to reply back. It shows that the tagged person acknowledges the message.
20
·
gathering votes
325
Ability to add screen shots to the notes.
We have customers text our cell phones often. We need to be able to share those conversations with the internet managers, sales managers, ETC.
0
1
Mentions - Ability to Reply Inline to a Mention or Note
When leaving Notes and using the @symbol, is there a way that a reply button can be added rather than starting a whole new note so conversation can be kept going between staff when working deals.
4
·
gathering votes
20
Add GIFs to NOTES area on customer profile.
We use the notes area often to request that certain team members do follow up or try certain responses and to communicate ideas on doing a better job with the prospect. It would be nice to be able to use a little humor here the way we do in chat, etc. and add GIFs to those notes. I think it would affect the communication in the store in a more positive manner, keep things light-hearted and keep the team more upbeat and engaged which would only help generate more sales.
4
·
gathering votes
5
Attach Document to Note
It would be great to be able to attach a document to a note to save scans of handwritten notes and other miscellaneous documents.
0
2
MANAGER TO DO LIST COMMUNICATIONS TAB
Can we have a dedicated note section that can be updated by management for follow up tasks for us, such as organizing delivery drivers, reminders to follow up with service on an issue with a sold unit, vehicles that need to be brought back to detail
2
3
Note editing
Notes should be able to be edited and deleted in mobile like they are on the site
0
1
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