Feature Requests

I am consistently losing leads due to the fact that notifications for available leads are sent quicker on iOS than on Android. For Android devices, there is a noticeable minutes-long delay before the notification is received. This does not happen on iOS. This essentially means that unless I am staring at the desktop version of the site all day, I am guaranteed to lose leads simply based on the device I am using.

If a salesperson has store data access and is assigned to a customer, he/she does not get a skate alert when a similar customer is created by another user. I want all skate alerts to be available to all users so they can choose to be alerted when something like this happens, regardless of data access.

Please make it so the notifications can be sorted. Specifically oldest to newest/newest to old and alphabetically by person that tagged you

I've been trying to think of a way to send additional notifications as reminders for unresponded messages/ leads. It's so easy these days to 'clear all' notifications on your phone and forget about them. I'm constantly reminding my sales team to respond to their customer.

It would be very helpful to have a skate alert setting available to notify users if a deal was created in another store in the group.

Would it be possibly for us to customize the sound for each type on notification on the phone, like one for texts and one for incoming leads and one for tags or mentions

Notify the salesperson that a customer has created a duplicate lead through the Notifications/Bell tab. When a duplicate lead comes in, it initially appears in the Leads tab until it is cleared. If the salesperson doesn’t notice it and, for example, the internet manager clears the duplicate by completing a task, the lead will no longer be visible in the Leads tab. However, if the system generates a notification in the Notifications tab, it will remain there until the salesperson views it—just like any other notification.

It would be great to be able to pick the kind of sound we want to be played when New Leads come in. Our team shares a small work office and it would be nice to differentiate who exactly is getting a New Lead put in their name. Could also be the same with texts or emails.

As a User, I'd like to receive a Notification when I receive an email that goes to Untracked Emails. I'd like a Notification to both my sidebar and mobile app. I'd also like the option to toggle the Notifications on or off in My Settings like I can do with other Notifications.

We want to figure out how to get a manager involved not only earlier but also more easily. Avoiding the cliche of 'let me go get a manager'. This button would enable sales to request a turnover (TO) from a manager in regard to a customer checked in, right from the field or their desk. The notification would go to managers, and an icon would appear on the current check in'd customers list, signifying a turnover is needed. This would need to come in maybe like a lead, as the urgency needs to be greater than a typical notification, maybe even noting how long it's been since the request was submitted. This button will streamline getting a manager involved earlier and could avoid those TO's done as the customer is already leaving. Maybe there could be a field for notes relating to what the TO is about, or where they are at. Maybe sales could tag (@) a specific manager in the notes field. Ultimately this will ensure that if a customer is itching to leave, sales can hit a button, and a sales manager will know a TO is needed much more organically and potentially earlier than before.