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Customer Suggestions

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Add attachments to emails
As a user, I would like to add attachments to Fuse emails without using links.
9
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in progress

Pipeline Effectiveness Reporting
As an agency manager, I want to run reports on my pipeline so that I... * Know which agents are performing well * Where deals are lost in the sales process * If we will hit our quota this month or not * Total premium in each stage of the pipeline * Average closing rate of each stage in the pipeline * Closed lost reason tracking, so that I can see why we lose deals over time * Track conversion rate by lead source, so I know where to focus on the front of the funnel
7
·

in progress

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