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Identify yourself with your email address
Be able to give users different permissions to move pipes, stages, see contacts, etc. This is crucial for a team structure, reports and tracking.
Created 16 Oct 06:00pm by Joe Peterson
Add an E-Sign Feature
Add an electronic signature feature or integrate with a esign provider.
Created 7 Oct 02:09pm by Jeff Grimm
Add Multiple contacts to the lead.
Add multiple contacts to a lead - most CRMS allow 2 names, 2 #s and 2 Emails - thsi only allows one contact name, one phone and one email.
Created 2 Feb 11:45pm by Joe Peterson
Add the ability to send invoices from SalesPype. The capabilities to list line items, licenses, and consulting hours and bills directly from the system would be there for us and our clients.
Created 7 Oct 02:12pm by Jeff Grimm
DNC list scrubber
Add a 3rd party DNC list scrubber that would in real-time indicate if a new lead was on the DNC list. Here's one that I'm using now and scrub the list prior to uploading it the CRM. https://realphonevalidation.com/
Created 25 Jan 01:59pm by Mike Brenhaug
Add if/then/or/else options in the trigger builder
Adding if/then/or/else options in the trigger builder would offer greater flexibility to help automate lead movement down the pipeline, tags, campaigns, etc. when more than 1 condition is met.
Created 23 Oct 07:44am by Dania Walton
Custom Field - Option to Add File
This will enable Files like Contracts, Proposal , Identification Documents etc to be properly named & stored for a client or contact.
Created 16 Oct 03:57pm by Sulten Gomes
Add a ticketing system for agency partners. If a user submits a ticket it would appear inside the agency admin dashboard.
Created 7 Oct 02:14pm by Jeff Grimm
Appointment reminders and triggers for Calendar appointments made by user
we have the option to add appt reminders and create triggers for appointments booked by the customer through the widget. I need to have the same reminders and trigger options for the user calendar. It would also be helpful to be able to create tem...
Created 1 Apr 09:24pm by Benjamin Grove
Appointment trigger/default function connected to an on/off button in settings It's already there! Haha it's PERFECT in the calendar widget, duplicate that exact thing inside a trigger extending from an Appointment. Also, please specify what the d...
Created 1 Feb 08:50pm by john doe