New Ideas

Welcome to the new ideas section of the InsideSales.com Community. Here you will find suggestions for enhancements to the system that have been submitted by both actual users of the system and employees of InsidSales.com.

You can vote up ideas that you like and vote down ideas that you don't like (using the up and down arrows). You must be logged in to vote! The features that receive the highest ratings will regularly be implemented when we roll out new versions of the software.

If you have an idea that you think would make this system great, use the "Submit an Idea" link in the Main Menu bar to the left and fill out the form. Upon review your suggestion will be placed on this page and users will be able to start voting on your idea.

Categories for e-mail templates on drop down / yellow envelope menu)

Please add the categories that are already saved under the e-mail manager to the list of e-mails available to send individualy (When selecting an individual e-mail from the yellow envelope under leads

Select Time Zone based on Area Code, Zip Code or State

Currently the system assigns time zones based on area code.

ABILITY TO EDIT FIELDS DISPLAYED IN MANAGE EMPLOYEE SCREEN AND MASS UPDATE EMPLOYEE FIELDS

It would be a great benefit to be able to view more than the static fields displayed in the Edit employee screen.

Response Loop option to apply to ALL leads or specific query set....

Make it an option to where Response Loops can be applied to ALL which meet the criteria instead of only being triggered when the criteria is met AFTER the response loop has been created. Make sense?

Make quotas true to the definition...

Make "Quotas" true to the definition or definable by Admin. For example, set a Quota as "New Leads" and then set the number of leads.

Trigger Response Loop on specific days of month and other query criteria

Would BE TERRIFIC if there was a way to include in Response Loops "Last Status Change" criteria! ALSO...

Dont modify "Last Modified Date" when done by "Admin"

Know what would be REALLY GREAT? And would make my and I am sure many others VERY HAPPY?

Protect Status/Callback/Contact Info of a lead when called by someone other than the owner

If John Smith (lead) is owned by Mary Poppins, and an agent other than Mary Poppings calls John Smith.

RECURRING TASK-REMINDERS

It would be beneficial to multiple departments and most likely many businesses to have a simple recurring task reminder feature.

Advanced Search across leads and case tabs

It would be very helpful to be able to run search queries across both lead and case tabs. This would make it much more feasible to extract data from the system.