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Funnels (192)
Workflows (129)
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Integrations (167)
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Add File Attachments to Opportunity Notes
2
·
planned
35
Lead Screener
A way to Screen leads as they come in so we don't fill up our CRM with junk and make it easy for the sales team to follow up on leads. Here is a 3-minute video demo of the system we built for screening website leads for ActiveCampaign. Can we do the same in ClickFunnels? https://www.loom.com/share/be356e3ff7214956bd21e48c6b04fa72
1
3
for clients scheduling, is there an option to choose personal meeting ID instead of generating a new one on zoom?
My clients are not able to get into this generated zoom accounts when using zoom on the clickfunnels scheduling app! can you please update this. i would like to use my personal ID with each session.
1
2
An app for Messagehub
An app for Messagehub, so that we could receive push notifications each time someone writes us.
7
·
planned
62
CRM: Dashboard / Overview
There should be a way to track "Calls" or "Task" and pipeline data from a dashboard with different charts and graphs for easy visualization Im sure there are some smart people at Clickfunnels that can figure this out but here are some examples. Prospects created - when new leads added to a pipeline Won - This Month - How many jobs won Lost - This Month - How many jobs lost Revenue Won by Month Open Pipelines By Stage Call Completed - This Month Task Completed - This Month Events Completed - This Month "What gets measured, improves"
0
5
Add Appointment End as a trigger in workflows
Right now the only trigger available for appointments is Appointment scheduled, but I need to be able to trigger workflows and actions after a scheduled event has ended, like send satisfaction survey email, trigger an opportunity, etc.
0
7
Reply to address on Messages Hub be my own email
Currently the reply to email on any email that is being sent for appointment notifications has a reply to email which goes to the messages hub which I don't use. I would love to be able to chance the reply to email to my own email or stop messages hub altogether so that the emails are sent from my email with the same reply to email as is the case with Broadcasts.
3
2
Ability to create tabs/groups for Contact Custom Attributes and order/re-order them.
Firstly the ability to create groups or extra tabs. Then the ability to order and re-order. (dropbox selector and/or dragging Contact Custom Attributes from tab to tab or from within a tab from group to group. So we can organize and order the CRM. This will make all the order CRM functionality much, much better (manage-able)!
0
2
Be able to schedule appointments from CRM/Opportunities
2
9
Colour code opportunities
It would be great to be able to colour code opportunities - for example to show if they are hot or warm leads and also be linked to our calendar so its obvious they need to be followed up.
0
4
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