User login

RSS Feed

InsideSales.com Free Trial

Free Trial button

(866)-342-5370

Accounts

Increased functionality out of accounts/customers

7

Currently you can only call and setup response loops out of leads, deals, and cases. Many companies continue to call their customers after point of sale.

Tags:

Change Advanced Search to display like Dialer Queries

4

To give more parallelism within InsideSales it would help users to get more use
out of the advanced search if it were re-designed to display more simply like
the dialer queries.

Advanced Search in the Leads section

3

When you make a custom field searchable, that custom field will display itself in the Advanced Search in the (Leads, Accounts, Contacts, Deals Tab(s)).

Make "Sort By" field more prominent

-1

The "Sort By" field in the advanced search section is hidden amongst all the other search criteria. For new users, it would help if it were more visible.

Search Range for Numeric Custom Fields

-1

When a custom field is created and marked searchable for any of the various numeric data types (currency, integer, number, real #) you can only search for these fields with an exact value.

Accounts: Show Number of Cases Per Page

0

A filter that will show only the number of cases the user wants to view on the account page.

Tags:

Primary Contact

An account's Primary Contact is the main point of contact within an organization with multiple individuals. The primary contact makes it easy to quickly reference an organization's primary decision maker.

Mass Update Feature - Database Lists

Shows how to mass update entire blocks of data at once. This can be particularly useful for managers who need to move large blocks of data between campaigns, or need to reassign ownership of data.

Exporting Lists of Data

Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.

Products  |  Services  |  Resources  |  Customers  |  Events  |  Partners  |  About Us
Insider Blog  |  Developers  |  Terms  |  Policy  |  Site Map  |  News  |  Awards  |  Careers  |  Partners