Kanban view for contact states
waiting on votes
Roy van Balen
For sales purposes it would be a huge efficiency and success booster to have a kanban view of the contacts based on their state.
In the current version the entire sales process from first pitch until something is a deal is invisible by default.
There can be a huge deal waiting for that final push and the only way to find out, or get an overview of where the hot leads are, is by using the advanced search and searching again and again for contacts with a certain state.
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Martin Stoney
This would be a very useful feature for sales & marketing campaigns, where you are targeting a specific group of contacts and would like to see those you have contacted, those who you have a follow up with etc. Effectively a clear snapshot of the success of a campaign. It could be added to the Hotlist feature for a list of contacts by creating a kanban board based on contact status. I know a few of the other software providers have this as a BD Funnel feature - it would be great to have it on the platform - thanks
K
Karel-Oscar van Hengel
This is very important for sales please add this indeed
Kanchan Singh
waiting on votes
Thanks for your feedback. We will wait for more votes on this feature request to consider it in our product backlog. Please feel free to reach me at kanchan@recruitcrm.io in case of further queries.
Thanks,
Kanchan Singh(Associate Director-Product)
Akshay Waghmare
planned
Akshay Waghmare
under review