New Ideas for Managing Your Data

'Mass Merge' Capability for Leads, Contacts, as well as Prospects

In addition to the Mass Update and Mass Delete we should have Mass Merge, which is the ability to merge leads to leads, contacts to contacts, and accounts to accounts.

Owner Field on Layouts Link to Owner Profile

Owner Field value on layouts linkable to Owner profile.

Leads - CSV Mass Update

Export Mail Address for Labelling

Export mail address to print labels for direct mail.

Accounts: Show Number of Cases Per Page

A filter that will show only the number of cases the user wants to view on the account page.

Merge Contacts into Contacts

Expand merging capabilities to Contacts allowing a contact to have all notes, cases, tasks, and other information to be merged into a neighboring contact.

Check for duplicate on import for any phone

Most of our leads have more than one phone number to contact them.

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

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

Search Range for Numeric Custom Fields

When a custom field is created and marked searchable for any of the various numeric data types (currency, integer, number, real #) you can only search for these fields with an exact value.

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 Timezone coding

It would be nice to have the system recognize area codes in AZ as being on MDT / MST.

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

Import leads from LinkedIn

I would like the ability to import my contacts in LinkedIn.com directly into InsideSales.com

Ability to manually link leads together.

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

Make "Sort By" field more prominent

The "Sort By" field in the advanced search section is hidden amongst all the other search criteria. For new users, it would help if it were more visible.

InsideSales.com ™ is the only provider of on-demand CRM services with built in telephony integration specifically designed for responding quickly and consistently to every lead you receive. We call it Lead Response Management. We make selling through the web and over the phone easy. We tie directly to forms on your website that import your leads directly into the CRM, then we route the lead and check to see if reps are standing by. We then trigger callbacks to your leads in seconds with our dialers; dramatically increasing the number of contacted and qualified leads you receive. We then help you manage prospects, work deals, and manage customers all out of one system. Our reporting lets you truly analyze from your lead sources all the way to dollars in the house. And with our unique 'pay for what you need' fee structure you never need to make large capital investments for enterprise class systems. You can purchase a CRM seat, outbound dialer seat and inbound agent seat on an agent basis paying only for what you need at one low rate. Sign up for a free trial, start dialing and see how it can increase your sales in 10 days or less.

Main Menu

InsideSales.com Free Trial