Feature Requests

I would like to be able to change the date on my to-do list so I can see upcoming tasks. I would like to have time to send my customers Birthday cards and Anniversary cards, instead of them arriving to my customer's late bc I did not realize until the day of their Birthday, etc.

Ability to view enterprise workplan by team (rather than just by store) for teams that exist across multiple sites. This is helpful for centralized BDCs.

If you have a store that has multiple roof tops and different brands it would be nice for the sales person to only see his work plan flow without having to have every store selected to see it. (would be prefect if you could have data access at one store but limit the other access at the other stores) Then you would not have to have the left side bar show EVERY LEAD / SERVICE LEAD / CHATS while having every store selected.

Notate or pause task when a user is on vacation

This will help you start each day focused on your follow-ups, tasks, appointments, and customer opportunities. Your Workplan should be reviewed first thing every morning and throughout the day to make sure no customers are missed.

We should be able to manage seeing active leads only. Therefore, removing the dead deals that may not need follow-up. When creating mass tasks or otherwise, there is no way for me to edit out the dead deals, whether recent or not. I would just like to see how many active leads I need to follow up with, given other filters.

Every time a sales consultant quits or moves within the company.. all their leads get re-assigned to the sales staff. However, it does not notify us when customers have been orphaned to us. Therefor making it difficult to find those customers. A task should be generated to reach out to the client and introduce yourself as their new sales consultant, so these clients don't get missed.

I would love to see a live Clock-In dashboard for my Sales team. This would allow me to see who is also up next for Showroom and Phone leads based on when they clocked-in. It would also be great for the team to have visibility of this dashboard, and when they log a new Showroom or Phone lead, it automatically updates the counts for those lead types in this same dashboard. This dashboard should be a simple way for the Sales Manager, and Sales Consultants, to see, at any time, who got here when and how many of each lead type they have received for the day, automatically updating when leads are properly logged. Would also be great to have the ability to show a monthly leaderboard of who got here first the most.

should be an option to see upcoming (at least 3 days) ideally 7 business days plan at a glance to avoid future task pile up / handle proactively in many instances - e.g., case of going on vacation/day off and wrapping up all/ some in the upcoming week work plan VS coming back to a pile of tasks.

Currently, you can only mass expire workplan tasks more than 7 days overdue, which are still very active. Please add 30 60 90 120 day options to expire tasks. This will aid the ability to clean up workplans.