Magaya CRM

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New CRM Reports

General Description Add to the CRM's Report tab under the Toolkit, 2 addtional reports: Sales lost to competitor Lead and Opportunity summary by stage and record owner Current Functionality Sales lost by competitor is not an available report, thou...

Kaleb Ghilardi 10 months ago in Magaya CRM 0

1 VOTE

Move Recalculate Analytics Data

General Description Information displayed in the Magaya CRM Analytics module Opportunities section can be set by organizational administrators to display all records within the CRM or only those closed after a specific date. The control for this t...

Kaleb Ghilardi 10 months ago in Magaya CRM 0

1 VOTE

SMS Push Notifications

General Description Add functionality to the CRM so that users can send a text message to a Contact's listed cell phone number. Current Functionality None Future Functionality Add an option, under the existing Cell Phone options drop down in the C...

Kaleb Ghilardi 10 months ago in Magaya CRM 0

2 VOTE

Scan Business Card to Account

General Description: The feature would allow a user to open a dialogue in the mobile CRM version through which they could take a pic of the person's business card after which the CRM would parse the information from the Business Card into an Accou...

Kaleb Ghilardi over 1 year ago in Magaya CRM 0

1 VOTE

Add Charges to Leads

General Description Add the Charges tab currently displayed in Opportunities where a quote has been generated in Magaya Supply Chain to the Leads where a quote has been generated in Magaya Supply Chain. Current Functionality Opportunity records th...

Kaleb Ghilardi 11 months ago in Magaya CRM 0 Planned

1 VOTE

Translate Custom Values

General Description The Magaya CRM allows customers to add new fields and options that are specific to their business needs, these values are not translated if the user switches languages in the CRM, instead they are displayed as originally entere...