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Clock Out Other Users
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.
27
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gathering votes
93
Customize Team Name
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.
8
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gathering votes
22
Custom User Types in User Management
Added custom position types/in user management-please add as an additional title as /'Fleet Sales'.
7
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gathering votes
8
Vacation Mode Notification/Indicator for Users
Add a notification for users to indicate their account is currently on vacation mode on login / clock in to allow them to check in with management team as to why they're unable to receive leads
3
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gathering votes
6
Ability to Edit User Signatures by CRM Admin (Expert User)
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.
16
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gathering votes
63
Globally Customize Users' Pipeline Columns
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.
7
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gathering votes
9
Manually Assign Salesperson on Duplicate Lead before Ignoring or Merging
When duplicates come in it would be nice to be able to assign a sales person to them before hitting the ignore button and having the sales person you manually entered stick and not be round robin'd to someone new. This has created a problem when assigning to new sales people when I already assigned them and the system is over riding my decision. Or it would be nice to mark a "duplicate" lead bad without having to hit the ignore button first or merge button first making it create a lead and assign a sales person
4
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gathering votes
6
Enter Employee Photos (User Profile Picture) As Expert User (Admin)
It would be great if the admins for the store could upload the employee's profile photo in their CRM profile for them.
6
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gathering votes
22
Distribute and Round Robin Filter Enhancements (Active or Sold, Source Type)
When round robin clients from a consultant who is no longer with the store we need the ability to separate active and sold clients in our distribution.
29
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gathering votes
91
Add Tabs for all User Types in User Management
The User Management Dashboard should have a tab for Manager user types. It has a tab for many others, but the Manager category is missing, needed, and practical.
4
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gathering votes
6
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