Highest Rated New Ideas

Custom Contact Field to include option for displaying Contacts Address Information

4

Enhance the current Custom Contact Field to have the option of including the contacts Address information in addition to the currently included contact information, i.e. Phone, email, Name.

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Send Event Notification Button

4
Send_Event_Notification.gif
Send_Event_Notification.gif

Send Event Notification Button - This will allow the user to resend a notification related to an event to all of the attendees of the event.

Agent Count on Dial Attemps

3

How great would it be if there was a report that showed each agent and the distribution of their dial attempts on leads? For example, let's say that John and Jane were dialing today.

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Response Loop in Prospects/Accounts

3

Right now you can use Response Loop for Leads, Deals, and Contacts. I want to be able to use Response for Prospects/Accounts without having to attach another separate record, such as a Case or Deal.

Call various contacts from deal

3

When you have more than one contact in a deal, you have to leave the deal to find the contact information in the Prospect.

Increased Caller ID Functionality

3

Allow the caller ID to display the phone number of that rep that owns that lead. Currently, caller ID's can be set to agent station number or a general phone number.

Increase limitation for multi-select Dropdowns

3

For multi select dropdowns, the limit is 64 options. It would be great if we could extend this to at least 100 or 200.

Lockdown of a field

3

I think the system needs an option to lock down a field so that agents can only add to this notes field and cannot delete it. So there are continuous notes being added to an account.

Google Contact Syncing Tool

3

Sync contacts between InsideSales and Google using the Google Contact Sync tool. Add new contacts to Google Contacts right from the dialer or CRM!

AddContactSyncWindow.png
AddContactSyncWindow.png

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

3

Currently the system assigns time zones based on area code.

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