Tasks, 360 View (when it works), going through tasks, account and prospect notes.
Account notes don’t load, and can’t be added.
Individual prospects aren’t showing up in the account notes field, that I know should be there. For example, Adel Bekheit at SC Johnson.
Note taking during phone calls, dialing numbers and extensions, trying to hang up, clicking any button at all has a huge lag. This has been the case for 8 months +.
Can’t bulk compete or finish prospects from tasks or sequences. Can’t even do this one at a time from Task View.
360 View of Tasks Due tile shrunk significantly.
Put Lead Source in the Prospect Profile
Marking a prospect “Finished” shouldn’t kick them out of the queue, to where you have to go hunt them down to get more info or provide more notes.
Still some confusion on ending a prospect in one sequence and move them to another sequence.
When closing out the little black task view tab on the right, why does the screen have to automatically revert back to the 360 View?
Please show prospect tags next to their name in 360 view!
Stop Automatic Advance:
Stop auto-advancing to the next task. It just makes everything more complicated/confusing.
Search for prospects with multiple tags (and/or)
Keeping track of prospects, following up with them. Viewing who I have spoken to, etc. Listing accounts and prospects in one place.