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  1. Sales and Success centre Wizards

    Suggestions
    Sales and Success centre Wizards
    Onboarding Wizard
    Sales Resources Wizard
    Map out the steps a new consultant needs to take, for working knowledge of each aspect and dashboard in the “sales and success centre”
    Create a Wizard to go through the steps
    Wizard should give a full tour of the Sales and Success Centre.
    Examples to include:
    Walkme shows:
    Training Resources Are
    Admin View of customers business centre, and a full tour with focus on
    How to upsell clients using business centre free to paid versions of products.
    Sales member profile, walkme ensures: check its up to date and…

    1 vote
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  2. export data package constructor for customers

    could be ad value if the tool "package constructor" export the package in a form or template with retail price we want, so i can use that to deliver to our customers,.

    1 vote
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    0 comments  ·  Partner Center  ·  Flag idea as inappropriate…  ·  Admin →
  3. Changing order of executive report for specific accounts.

    Currently, when I customize the order of the executive report it is applied to all executive reports. It would be great if there was a way to only have it be changed for a single account or group of accounts.

    1 vote
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    0 comments  ·  Snapshot Report  ·  Flag idea as inappropriate…  ·  Admin →
  4. Snapshot not ordered

    I'm having issues ordering Snapshot reports. I'll order them. Wait and then refresh and the report wasn't ordered. This has happened on Wash Stuff and Four Seasons Power Washing just now. What's the issue? Am I being charged for multiple orders?

    1 vote
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    0 comments  ·  Partner Center  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Business Center  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  7. My Listing Social Graphic Update

    Update the Instagram icon on the Listing Builder MY LISTING

    1 vote
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    0 comments  ·  Listing Builder  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Social Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Send client text messages from within the Sales & Success Center

    Send client text messages from within the Sales & Success Center

    1 vote
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  10. Select Dates for Logging Client Contact

    When logging a call, email or meeting in the Sales & Success Center I'd like to be able to select a date on which the event actually took place. Sometimes I have contact with clients and don't get it logged right away, sometimes till the next day.

    1 vote
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  11. Text Selection for Salesperson Select Activity Option

    When creating an activity in the salesperson dashboard, would like to see text as an option when selecting activity performed for that client.

    1 vote
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  12. Listing Sync and Listing Distribution should not have to cancel to stop auto-renew

    Listing Sync and Listing Distribution should not have to cancel to stop auto-renew

    2 votes
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    0 comments  ·  Listing Sync Pro  ·  Flag idea as inappropriate…  ·  Admin →
  13. Comment Post for Instagram

    Social Marketing should have a comment section you can post for both Instagram/Twitter. As well as a hashtag generator.

    1 vote
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    0 comments  ·  Social Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Replies are not received

    HI Instead of monthly subscription, You can provide option for Topup without validity and Once the Top up fee consumed,Then we have to maintain minimum balance 100 USD. This is the best practice to increase the whitelable sales! Thyagarajan , Salecom

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  15. store

    it'd be nice if we can at least put our store online with the $50 a month plan

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  16. Track open rates & click-through rates for personalized emails through Sales & Success Center.

    Track open & click-through rates on personalized emails through Sales & Success Center. Also, have standard unsubscribe option for personalized emails through Sales & Success Center.

    2 votes
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability for sales reps to write their own campaigns in Sales & Success Center

    Ability for individual sales reps to write their own campaigns in Sales & Success Center

    2 votes
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    0 comments  ·  Sales & Success Center  ·  Flag idea as inappropriate…  ·  Admin →
  18. TrustPilot

    Please add TrustPilot as a review source.

    1 vote
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    0 comments  ·  Review & Listing Sites  ·  Flag idea as inappropriate…  ·  Admin →
  19. Africa

    Why aren't these supported in my country? there is a huge opportunity! Can you please work with my Agency to test the posibilities?

    1 vote
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    0 comments  ·  Marketplace  ·  Flag idea as inappropriate…  ·  Admin →
  20. Separation of Active Businesses and Prospects in Accounts

    Under Businesses - Accounts it'd be great to have the separation of Active (Sold) clients and then prospects. Showing the difference of clients who have activated products and those who don't.

    1 vote
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    0 comments  ·  Partner Center  ·  Flag idea as inappropriate…  ·  Admin →
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