#1 All-in-one Automation System

WHENEVER WE CREATE EXTRA FIELD WE DONT KNOW WHERE IT IS STORED

I have seen calendar base 1:1 feature in my pipeline (previous course) Please add it !

We want company name also in the contact list along with the name of customer.

Required trigger / automation which can send a particular message whenever there is a change in Pipeline Stage. For Ex. Send a message if a Lead is Received (Which is already there) then Send a particular message if Lead transferred to Stage-Phone Call and then Phone Call to Next stage-Follow Up and so on as per pipeline flow created in Lead Management CRM Section!

Please add a filter option for staff agents as well to view only assigned leads.

Can you implement any system where the leads gets assigned automatically in a round robin model to my sales team? I have sales team and I want my leads from Facebook/Google Ads to land in the CRM and all these leads should get assigned to them automatically

In our CRM and in Follow up list party's mobile no is not coming for that we have to go to contact list for Mobile No

Column options for contacts to add Pipeline name and notes as in My pipeline so that we need not open the contact each time to view it.

when a customer filled a form, in the back office, we dont have date and time of the contact. We need to know when exactly enquiry was made.