New Ideas for Leads

'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.

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Owner Field on Layouts Link to Owner Profile

Owner Field value on layouts linkable to Owner profile.

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Leads - CSV Mass Update

Leads - CSV Mass Update

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Export Mail Address for Labelling

Export mail address to print labels for direct mail.

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Check for duplicate on import for any phone

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

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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.

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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.

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Update Timezone coding

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

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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

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Import leads from LinkedIn

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

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Ability to manually link leads together.

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

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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.

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Allow to search for duplicates among all records when using Mass Merge feature.

Problem: Currently you can only search for duplicates among 5,000 records at a time when using the new Mass Merge feature in the Mass Update dropdowns.

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Enhance Lead Routing

The lead routing system should be enhanced to accomodate the following features:

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Does Not Equal Ability in Searches

It would be a great feature under the searches for leads, cases, etc to be able to have a drop down for "does not contain", "contains", "between" for enhancing our searches.

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