Feature Suggestions for Maximizer CRM
More ideas will be selected each month. So please keep voting and help us understand what matters MOST to you!
39 results found
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Pakistani Suit Manufacturers in UAE
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1 vote -
Leads - hide 'Do Not Create Opportunity' option
In the Leads module, when converting an entry to the Address Book there is an option to create an Opportunity at the same time.
There is also a checkbox available for 'Do Not Create Opportunity'.
It would be useful if there was an option available to Administrators to hide this option.
While I can understand having the option there, some companies have a sales process that requires having an Opportunity made - and having an option to not do so might encourage bad working practices.
Having the option to hide this wouldn't remove the functionality, but would suit companies that…
3 votes -
Ideally, I would like to be able to assign tasks to multipe stores/companies for multiple users.
This will prompt multiple users within multiple stores to complete activity/task based objectives in the store.
3 votes -
Opps Viewer - unable to view 'Company' field on Opps for Individuals
In the Opps Viewer, if an Opportunity is created against an Individual then the tile in the Opps Viewer only shows the Individual Name (in addition to Revenue, Close Date etc.).
It doesn't recognise that the Company name is filled in for the Individual, therefore this is no option to display the Company name in the Opps Viewer.
Could this be added as an option?
3 votes -
Existing business vs New Business tracking in Targets
Why is this field not available to add into the Opportunity window so you are able to do target and opportunity reporting & analyses?
3 votes -
Set currency field using default entry for opportunities
Allow users to set their default currency value using the opportunities default entries for sites with users across multiple countries instead of defaulting to corporate currency.
3 votes -
Opportunity Custom Filters
I think the absence of Products/Services as an option is crazy as it would be one of the most helpful filters to have
3 votes -
Use Swimlane User Interfaces
This is useful not just insales opportunities, but in a to of places.
For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).
I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.
Look to HubSpot and Trello for examples and inspiration.
1 vote -
Use Swimlane User Interfaces
This is useful not just insales opportunities, but in a to of places.
For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).
I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.
Look to HubSpot and Trello for examples and inspiration.
1 vote -
Select where to convert Lead module email, Notes & Docs to.
When converting a lead to an opportunity it would be helpful to be able to specify where emails, docs and notes are stored - either at address book or in opportunity.
Many sales enquiries need to be verified before converting to Opps but once verified the emails docs etc should be accessible for a particular Opp.18 votes -
Opportunities in "Save to Maximizer in Outlook"
When trying to save an email in outlook to a specific opportunity - I click save to maximizer - save to opportunity.
Now it wants me to search by last name or company name.
But - many of my opportunities have many different companies involved.
So - why not have the search box bring up a place to enter the Opportunity Name - which would save so much time if we don't remember the exact company that started it all?
It's an opportunity search - simplistic would be searching by opportunity name and nothing else.
Thank you1 vote -
sub-opportunities
In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:
1) Bathroom Remodel
2) Kitchen Remodel
3) Resurfacing floors
4) HVAC UpgradesIt would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.
3 votes -
Improve "Delete" option in Opportunities
In order to remove an Opportunity one must go to Edit and then Delete. When the Delete option is selected there is a Pop-up that says that deleting will cause all of the information to be deleted. It needs to be modified to state that if it is an Opportunity that you are deleting that the information for the Contact will not be deleted. It is very confusing the way it is now.
1 vote -
mandatory fields - Opportunity Stage
The Stage field is missing as a value to include in conditional mandatory fields.
Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks6 votes -
Ability to make Actual Revenue field in the Opportunities module mandatory
Ability to make Actual Revenue field in the Opportunities module mandatory
13 votes -
Allow opportunity notification based on address book fields
We have a scenario where a client wants to monitor certain companies and be notified when an opportunity is created on these companies, but not other companies. The company list is in the dozens so we ideally would setup the criteria based on some address book UDFs or basic fields as well as some opportunit fields.
3 votes -
opportunity column view shows company phone not contact phone number
Column View only shows Company Phone numbers, not Contacts numbers. When selecting a opportunity you cannot view the contacts phone/cell number in the Main Opportunity window as it only pulls up the company numbers.
12 votes -
Filter Audit Users from Sales Team UI
Currently, the "Team Leader" will show a list of all members of the Sales Team, even those that are limited to "audit" permissions.
In many cases, users from other departments need to be granted access to the Opportunities functionality, but they are not "active" members of the Team and should therefore not be listed in any of the various drop-downs in the UI.
I believe the existing "audit" role can be used to accomplish this limitation without requiring significant reprogramming of functionality.
This would go a long way towards keeping the UI as clutter-free as possible.
1 vote -
Sales Team Enabled Flag
With each change in sales leadership in an organization comes a change in Sales Team makeup and distribution. Currently, there is no way to "retire" a Sales Team to preserve it for historical purposes without it continuing to clutter the various drop-downs in the UI.
There needs to be some capability to "retire" a team so that it can no longer be assigned to new Opportunities while still allowing it to be available for historical searching / reporting purposes.
1 vote -
Decouple Lead Owner field management from Sales Manager role
Currently, the ability to change the "Owner" field in the Lead module is tied to the "Sales Manager" role. However, there are many cases where a rep might have the authorization to route Leads to other users, but they should not have the ability to change the Account Manager field on an Address Book record.
The ability to change the Lead Owner field should be handled as a separate role and not tied into the existing "Sales Manager" role.
3 votes
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