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Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. Share List Builder Lists

    Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.

    9 votes

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    gathering requirements  ·  2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Display All Salespeople on My Team on Salesperson Filter on Account List

    Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

    In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

    4 votes

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    gathering requirements  ·  1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Sales Outlook- Revenue Report Save as Excel

    It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.

    1 vote

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Allow AEs to delete a note on account profiles

    I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Activities report

    The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.

    1 vote

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  6. Add an area for Client Address when adding an Activity

    Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.

    1 vote

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    I’m wondering if we had better quick options on the Location if that might be useful?

    For example…
    1. Set Location to Account Address
    2. Set Location to Agency Address
    3. Set Location to Contact Address
    4. User Specified Address (as it is today)

    This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.

    What are your thoughts on this as a workflow?

  7. Customize a Data Card to see only the persons (AEs, or Manager)

    Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.

    2 votes

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    1 comment  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add Zoom as an Integration

    Manager would like to add this to her calls activities on her calendar/list.

    2 votes

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  9. Tagging Agencies

    Ability to Tag Agencies and pull in this information into List Builder

    1 vote

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    gathering requirements  ·  0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Report Totals Should be Included in the "Roll up Results By" option

    When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.

    I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.

    3 votes

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  11. New Reports - Pacing Report

    RE: The TY Pace/LY Final $ Diff column, it would be nice if it reflected the -1, -2 etc. like the other LY columns in the report does

    1 vote

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  12. Search Deals by Tags

    It would be useful to be able to run deals/pending against a tag, so we can see how much is pitched/pending against a specific initiative.

    2 votes

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    gathering requirements  ·  3 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Ability to mass delete prospects and leads

    When trying to clean up my account list, I would like to be able to select multiple items and delete them all at once.

    6 votes

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    gathering requirements  ·  3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  14. I want to be the first in the door when an advertiser wants to spend so I need to know when dollars came in historically

    Let's say that I have Abe's Motors as one of my Accounts. They spent with me in April of 2016. I may have forgotten about that, but I'd like to know when Abe spent that money in April 2016 (maybe it was in February) because then I know that I should be reaching out to Abe's Motors no later than that date in order to get more of the money before a competitor steals it away.

    I'd like to know the following...
    Week that the dollars came in last year
    Dollars Pitched
    Final Dollars Booked
    Account Name

    Sounds like an…

    2 votes

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  15. show contact information on the account list

    It would be GREAT to see any contact information/phone number/address for any open account...especially as we move accounts with no activity to open all the time. If another AE has done the work to find the contact, then it would be awesome for everyone to be able to see it.

    3 votes

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  16. Add Birthday to Contact List Builder Results

    I'd like to see Birthday added as a result field when I pull a Contact list from List Builder.

    2 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 2 votes

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    0 comments  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Allow the end user to change the type of an account.

    If the account hasn't billed since 2010, I don't really want to classify the account as a billing account. Rather it needs to be worked as a prospect.
    This will allow the managers to get an accurate count of billing accounts vs. claimed accounts on the AE's account list.

    5 votes

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    gathering requirements  ·  4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Reassign the office on a deal when the account's office is reassigned

    We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.

    2 votes

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    2 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Change Last Billed label in Account List

    Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.

    4 votes

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