Customer Suggestions

As a current Pipeline user, it is very difficult deciphering when a lead was added to a specific stage in order to gauge how long they've been there. We would love to see something displayed on the main pipeline page that tells us when the lead was added to a specific stage.

As a Fuse user currently you are only able to select "Yes - lead successful" or "No - lead lost" on the Closed stage. It would be beneficial to be able to add additional options to this list to customize the reason the lead was closed rather then just leaving and additional note.

I have a couple requests. I'm coming from a point of view of trying to enhance this product becuase it will help all producers greatly (including me :) ... I have worked with Pipedrive and Insuredmine extensively and our agency is now using FUSE CRM. It would greatly enhance the functionality of FUSE to see the following. 1) Pipeline View - The main pipeline view could have smaller Card/Deals in order to see more on the main page, currently I can only see 4 per column. (as much in view of the "total picture" as possible helps to see the overall landscape of what a producer is working on ) 2) A search link for prospects (instead of having to scroll through pipeline) For example, I would want to search for Jon Smith and have it appear instead of scrolling through hundreds of cards. 3) More details included on main Card/Deal Tab beyond just the account name (i.e. effective date, main contact name and contact info) - For quick glance without having to open the whole card. 4) Add the option for future tasks (including a separate page where all tasks are stored). With other Pipeline CRM's these tasks are generally color coded to show (past due, Due today, and future tasks) 5) Attachment of emails to a Card/Deal so that it's all stored in one place. Thank you so much for your consideration on these things. I"m sure you get requests a lot but I truly believe that your Pipeline becomes 10X more useful if these minor changes are included. Jordan Isaacson

As a producer, I want to get notified by email when a new lead arrives on my board, so that I can react quickly to new opportunities.

When setting up my forms, I want to choose which stage the new Lead should be added to so that I can customize my pipeline workflows better.

As a Fuse user, currently you are not able to remove created Pipelines but are only able to update them. It would be preferable to be able to remove them entirely as to not clutter the dashboard and to ensure those that are not need do not get used again.

As a Pipeline Journeys user, I would like to manage the email sender for manually added leads after submission. Currently, the assigned employees are based on the submitter, but I would like to adjust the Rep/Producer for the account after it is created or possibly be sent based on the assigned employee of the lead when it is updated later. This would allow easier management of these leads with multiple users.

Feature to add leads to the pipeline from a CSV file. Wouldn't want to be listed as clients, but just prospects.

As a user, I'd like to receive email notifications about leads within the Pipeline that have approaching and/or past due dates.