J
Jamie Pugliese
My background is in sales and would like to see a cleaner CRM system with the ability to manage tasks more efficiently.
  1. Being able to enter prospective clients/accounts that are not hosting any current events is crucial- I know this can be done from the reports button, and then clicking on the contact data, but is too hidden on the website. We should have the option to ADD NOTE, ADD EVENT or ADD CONTACT easily from the calendar tab OR, ideally, have a button on the dashboard page that would allow us to add a contact. Having an embedded link for our website, like the contact form, would allow our customers to sign up for our mailing list. This would prevent us from having to manually transfer all of the mailing list contacts from our webmaster over to PV.
  2. Tasks that can be assigned times would be great. I can schedule phone calls and site visits at specific times instead of just the date.
  3. Not having the task say "22hours" past due when it's currently the same day I am working on things. Just because I do not have it done at 12:01am does not mean I am past due on my tasks.
  4. Ability to create auto tasks during the sales process: ie: Send a proposal which triggers an auto task to follow up within 24 hours if not signed