we should be able to go into overdue/pastdue follow ups and move them as a block ahead to a future date.

Test

Sales Volume is completely off.

I've been organizing my calls so that I call men every other day, as well women the opposite days (M,F,M....). And I've noticed that sometimes I'll be calling on the same family without realizing. I think it would be convenient if there was a way to group notes by individuals in the "household members" tab so I don't accidentally call a second time on a dead lead. I appreciate your team's "new ideas" box and thank you for your time!

Add a filter for State and Federal Filings (TXDOT and USDOT Numbers)--Inspired by Dallas while training...!

Exporting leads into salesforce CRM

It would be nice to be able to view 500 records per page

can you please put a video to teach your customers how your system work ?

There needs to be a search option in the lists! When we get a call back from one of the phone numbers we can't see who it is. We should be able to do a quick search for their name or phone number and have the lead pop right up.

Find a way to exclude corporate offices

Automobile Credits

We need date of birth not just month.

Export just the checked records instead of the whole list.

Please allow us to sort the Saved Searches. Especially by the NAME Column.

to be able to use wildcards in NAICS codes.

"As a user, I want to find all companies that are in the 6 digit NAICS code starting 5221**, without having to list all of the codes individually"

When you click on "Add Tag" it would be helpful to have an additional option besides "Create New", it should have a link to Tag Manager also, instead of going through settings as the only way to get to tag manager. This is something I had to ask my account exec about because I couldn't find an option to edit/delete tags and it would make sense that option would be where you create tags to begin with.

When performing a lead search, can you make it possible to search by more than one street name so as to combine a few street names into one search?

Yea, spent all day building a list, saved it before exporting and now i can't find it.

Make that easier, maybe?

You should have it where you can separate veteran-owned businesses.