Platform

There are two issues with the Recent Activity: 1 - Client communications that take place from within the system. It doesn't show you the actual emails so you know what was sent. This is what is described in the email thread below. EMAIL THREAD: We can't SEE THE ACTUAL EMAIL that was sent out. You're not copied on the emails to the client nor can you SEE THE ACTUAL email. Telling me that they received something and who opened it is fine, but if I don't know WHAT IT SAID (without having to go back and look at campaigns) it doesn't help me. Nothing is logged under activity, except (1) emails you send from your own email with tracking set and (2) opportunity edits - changed person, changed title, etc.of which only very little provides any value. Some of the most important things NOT tracked in activity are: Proposals being sent out so that there is a history of different versions - or even simply so you remember what you typed in the email that was sent with the proposal Emails from campaigns or automations Welcome email for dashboard Snapshot emails sent Those are just off the top of my head... There is literally no way to see what communication has been sent to clients other than the two things I mentioned at the start of this email. The problem I see with the comms that get sent out to clients is that it is not tracked in the activity tracker... so you have no way of tracing the history. The activity tracker in each account in the Sales Center just tracks minor things like you changed an Opportunity name or assigned it to someone, along with the emails that were tracked on it. Nowhere does it log all the other activity that takes place from campaigns and automations... so you never really know what was sent out. 2 - Searching for logged activity. It doesn't filter the information or even show you the stuff you've entered. See video. LOOM VIDEO: https://www.loom.com/share/5efa1ca6edb542beb1ed67513e8eb501

We have noticed that there is an option to add campaigns to contacts in the CRM, but we are unable to find a feature that allows us to add campaigns to lists within the CRM. It would be beneficial if there was an option to easily add campaigns to lists in the CRM.

When I am looking for leads I typically look for accounts that have low Star ratings or have not claimed their GBP. I use the "Find Accounts" button found in the top right corner of the "Accounts" tab. The problem I am having is that after the accounts get added to the CRM, the info on whether or not they have an "Unclaimed" GMB profile doesn't transfer over leaving me to have to manually search for which is which. I would like for the info shown in the "Find Accounts" tool on "Unclaimed" accounts to automatically transfer over to the CRM so I can quickly filter them, add them to a campaign, prospect, etc.

WIthin Companies it would be beneficial to be able to move Leads into Prospects in bulk. Right now you have to open each account one by one to change their status. As a CRM we need the simplest way to move accounts along the sales path.

Is there a way categorize/group custom fields in the partner center CRM as well as the business app CRM? screenshot of an ideal example provided below For instance, each 'Card' in the example screenshot groups together the custom fields associated in that group/table and is much easier to see/update the information at a glance

Currently, you can only add one Google account in the settings. This works well for a standard work calendar. However, many people have a more fluid balance between their work and personal lives nowadays. Adding a personal Google account would give a more comprehensive view of their calendar. The current setup creates conflicts when scheduling meetings over events that are already on their personal calendar. Calendly has this feature, and it's exceptionally useful.

I would like to restrict salespeople's view to see only companies assigned to them in the CRM.

When working with LinkedIn and LinkedIn SalesNav it would be crucial to "push" profiles and companies into the CRM to manage them here more efficiently.

Leap CRM ( https://leaptodigital.com/ ) is a very popular CRM with Contractors, Plumbers, Electricians, and others. We currently work with clients using this service and would appreciate having an integration such that the customer data is synced with the Business App CRM.

Would be great to have a dedicated Office 365 Outlook Extension for Sales & Success Center.