Automate CRM (Elay CRM) Ideas Portal đź’ˇ

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Showing 14 of 14

Prospect Scores

The ability to score a prospect based on activity like Open, Reads, Clicks. To enable better Business Development outreach
Michelle Ansell about 1 month ago in  0 New

Ability to use custom fields in email and search.

Just like the other search filtration of search we will use custum fields where ever we need to expand or limit search. also sometimes we need more customization where Ability to use custom fields in email will be a lot of help.
Guest 4 months ago in  0 In triage

Multiple document Upload

Allowing users to upload several documents at a time.
Guest 4 months ago in  0 New

The Template Name in the Email Steps Should be a Hyperlink

Similar to how the search name in the automation is a hyperlink to the search itself, the name of the selected email template in an email should be a hyperlink to the email template itself.
Guest 4 months ago in  0 New