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    1. template email to be sent to the lead first time n followup

      an template email should go the lead for the first point of contact and on followup a different template email needs to be sent. template could be upload by clients . for GT Housing and Deepak Rathi and Karunanidhi ( travel lead ).

      10 votes
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        under review  ·  1 comment  ·  Admin →
      • checklist

        if there are multiple product / services in a company there will exist different checklist.

        example
        channel partner has different checklist
        products different checklist
        services different checklist

        5 votes
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        • 5 votes
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            started  ·  0 comments  ·  Admin →
          • Enquiry Report

            Its best if you can add a report with ‘count = 0’ Ex.(no enquiry - for this product - from this source - in this branch - by this user - during this period)… & also add the search features (‘Created or Processed Dates’, ’Status’, ’Branch’, ’Product’, ’Source’)... I won’t remember what type are those dates on the reports, say, after 2 weeks? Can’t expect the clients to remember the factors on which the report was created on… given the fact that these reports will be used in the company’s meetings (weekly or monthly or whatever)…

            4 votes
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            • To provide pr

              Proovision for "Quarantine" leads of no importance ie.' the leads which can not be pursued for various reasons. this can be named as " Deactivated "

              This would enable to retain active leads in the "Enquiry " list

              As of now both active and inactive leads are present in the enquiry list.

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                under review  ·  0 comments  ·  Admin →
              • i dont want to suggest anything...I just want to say that your presentations are nice. This comment

                i dont want to suggest anything...I just want to say that your presentations are nice. This comment box...I was earlier typing in was very irritating, well I guess that comment should go to uservoice guys...
                back to lead simplified, good to know young Indians doing this kind of work for small biz

                3 votes
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                • Change in Reports

                  in reports, if we could get the last followup details made with the customer, then it will be quite good reporting system to the senior people.

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                    started  ·  0 comments  ·  Admin →
                  • Polls / Surveys

                    get information from people who drop in our site by Polls / Surveys for checking out what features customers might like or gather info

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                      under review  ·  0 comments  ·  Admin →
                    • there is no contact classification based on sex.

                      if the contact is a female how we could find it???

                      2 votes
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                        under review  ·  0 comments  ·  Admin →
                      • Email sorting as per accounts on send mail options

                        We need to sort out the various emails according to the accounts. We have more than 1000 email IDs under various heads and we want to send specific emails to specific groups.

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                        • Make a mashable componet that integrates with any existing w

                          Make a mashable componet that integrates with any existing website.

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                            started  ·  0 comments  ·  Admin →
                          • Enquiries Ordering

                            I wanted to print the enquiries ordered by subject. Clicked on the subject & the grid got ordered. But the report displays some other order. Ordering by any of the dates is also not possible. Pls make the default ordering to be a date.

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                            • 1 vote
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                                under review  ·  0 comments  ·  Admin →
                              • Space requirement & Enabling Secured Data

                                1)the space at the " Comments" should be more so as to accomadate more characters.
                                2)Data submitted by team members should not have the choice of "Edit" option as the data may be tampered.Admin should have the control of altering the data

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                                  planned  ·  0 comments  ·  Admin →
                                • 1 vote
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                                  • Promotions & Discounts

                                    Promotions & Discounts added by the Super-User to be displayed in the check list... It can be account-wise, branch-wise, region-wise, … It shouldn’t appear (in checklist / wherever) after the expiration date or conditions met.

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                                      under review  ·  leadsimplifiedAdminleadsimplified (Admin, Lead Simplified) responded

                                      Thanks for your suggestion. We’ve not considered Promotions and Discounts yet in our software. We’ll certainly give it a thought.

                                      Thanks again and regards,
                                      Leadsimplified Team

                                    • Reporting Idea

                                      Display the case study in the report page. That will help the users to report to the higher officials. And only the username,Contact name,contact number & case study is enough in the report page.

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                                        under review  ·  0 comments  ·  Admin →
                                      • Enquiry Report

                                        Pls add 'Total Count (of Enquiries)' in the header of the report.

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