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Can you integrate the likes of ChatGPT to aid document checking, creation and html coding for use within email generation?
Have a SMS solution that allows the client to reply to the SMS sent.
Add an API Call to Start a Workflow. For example I have some code that check how many calls have been made to a lead on a...
Is it possible to allow an Action of Change Status in a Work Flow
It would be VERY useful if there was an API to upload documents to a customer file.
The abaility to Add New Condition Rules to all types for a Given Lead Type - If you have 12 types and want tpo add a rule that...
We have a few users who have previously worked on SalesForce and they could edit notes - Would it be possible to have an Edit...
2 Suggestions 1) Make the Status Drag and Drop it takes ages to add a new Status and move it to the top of the list with...
The ability to add numerous Policies/Products to a Lead - rather than duplicate a lead when cross-selling different products to...
