CRM Usability & Efficiency Improvements
planned
Tulio Silva
- Add a search bar to quickly locate leads (currently no search available).
- Port all inputted CRM data (currently only notes and first name are transferred, causing duplicate work).
- Introduce reminders for missed follow-ups.
- Make email addresses clickable (like phone numbers) to open Outlook or the default mail app.
Tulio Silva
Merged in a post:
[CRM] Add Kanban view on the CRM
A
Ana Alves
Tulio Silva
Merged in a post:
[CRM] Add ability to port all lead data to StoriiCare
A
Ana Alves
Tulio Silva
Merged in a post:
[CRM] Add the ability to export Leads data
A
Ana Alves
Tulio Silva
Merged in a post:
[CRM] Add search bar to the CRM
A
Ana Alves
Tulio Silva
Merged in a post:
[CRM] Add Sorting to the CRM
A
Ana Alves
Tulio Silva
Merged in a post:
[CRM] Add Tasks to the CRM
A
Ana Alves
Add the ability to schedule tasks on the CRM.
Tulio Silva
marked this post as
planned
Tulio Silva
Merged in a post:
We have been using CRM for 3 months now. It needs a search bar to locate leads in a timely manner. Currently no way to search leads.
A
Ashley
Tulio Silva
Merged in a post:
Porting CRM information should be all inputted info. Currently only notes and first name are ported. This causing double work. Please port ALL information added.
A
Ashley
Tulio Silva
Merged in a post:
Would like reminders for missed follow-ups in CRM.
A
Ashley
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