New Ideas for Administration

Ownership change with Lead Status

Automatically change the owner based on a change in lead status. If user A owns a lead and user B changes the lead status to a specified status, the owner will be changed to user B.

Sort Capability/Button to Drop-Down Edit Mode

There is already the ability to move up/down one row, or right to the top/bottom row, but no capability to sort everything alphabetically in the box with one button.

Allow "Merge Duplicates" function to skip to next batch of records

Problem: When you pull up your first list of duplicates, but you don't need to merge any records on that list, there is no way to move on to the next batch of records.

Notification for Storage

It would be nice to receive an email or some sort of Jabberdog when our storage limit is over or close to our capacity.

Manage Layouts With Employee Assignments

Under the admin tab, manage layout groups, along with the groups there would be a list of employees and what group they belong to.

More phone fields for duplicate checking

Add any/all phone fields to the merge duplicate tool to "field to match on" We use more than just the phone and mobile phone...

Clickable Link in Merge Duplicate

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.

Importing leads into multiple Campaigns at the same time.

When importing leads through the admin tab (Lead Import) and within step 3 of the import process there is not a spot where importee can import leads into a campaign.

Update lead import

It would be very usefull to have the ability to update lead information in mass by uploading a csv with the lead id and be able to update lead information from the csv file

Add a Mail Merge Function

It would be great to add a mail merge function so that you could load a contact or a list of contacts and use merge fields to populate the contact's information into letters, labels, and cards.

Make Custom Description Fields Importable

Right now you cannot import into a custom description (notes) field. Often data from other databases have two or more notes fields that would be nice to import seperately.

Alphabetize Custom Fields on Import Field Mapping Screen

It is difficult to find the custom fields when you are importing new leads because none of them are in alpabetical order. Please alphabetize them.

Categories for Voice Messages

Enhance the InsideSales.com System to allow grouping of voice messages. If there were no categories, there would be no noticeable difference.

History of Call-Backs

Wouldn't it be great to have a history of all the callbacks your agents have made? For example, you could see a list of all the callbacks for the last week or last month.

Purge disabled options in a dropdown

Inadvertantly uploaded the wrong column into the county field. Was able to disable the incorrect information, but would like to delete it completely from system.