New Ideas

The New Ideas section gives users the chance to add and vote on suggested enhancements for the InsideSales.com system. Periodically we will take the current top-ranked enhancement idea and add it to the system development schedule, so get your ideas in!

Anyone with an active InsideSales Community login can add or vote on an enhancement suggestion. You must be LOGGED IN to vote.

Thanks for your suggestions!

  

Assign Product Categories to a Process

1

Sales teams may sell different products to different types of prospects/customers. I would like to assign product categories to a process so that the reps can only add products they sell to a deal.

ACD Initiatives can create lead and specify lead type

1

We would like the abiliyt for the ACD's to create leads on inbound calls and assign a specific "lead type"

Tags:

MASS Merge capability for leads, contacts, deals, cases, and accounts

0

MASS Merge capability allows us to consolidate duplicate records without losing valuable contact info, email info, activities, Response Loop info, notes, etc.

Refresh Initiative Button

0

I'd like to see a button within the campaign manager that will refresh the initiative queries so that new leads show up immediately.

Outlook Integration

0

Sync the Insidesales system with Outlook. This would make the calendar, contacts and leads information much more valuable.

Tasks & Events: Delete Button in Edit Mode

0

Delete a Task from Edit Mode
Delete a Task from Edit Mode

Add the ability to delete tasks or events from edit mode. Have you ever edited a task or event and while editing decided you wanted to delete it?

Allow Station Phone Number with extenstions

0

It would be useful to be able to use an extension as a station phone number those who are at work.

Ability to manually link leads together.

-1

If leads are not linked before they are converted to an account, some contacts get left behind.

Tags:

ALT. CONTACT NUMBER

-1

There are a few items that we sell which require an alternate contact number from patients in case their main number becomes disconected.

Tags:

Clickable Link in Merge Duplicate

-1

When using the merge duplicate tool it would be very helpful if the duplicates were clickable so as to pull up the lead/account/contact to make changes quickly.

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