Feature requests

We send leads direct to our reps and many have split territories by state. It would be helpful to have the ability to assign leads by either county or zip code.

My client MBE asks for the option to set up User Settings for specific Departments, so you only have to choose the department and the added user gets the same user settings as the other in his department.

Be able to filter the activity section, e.g. to only show visits which were to a specific URL

Saved searches should not be visible to everyone, but only to the creator. 1) User Story from a Sales Perspective: You are responsible for your own sales pipe and do not want others to take your targeted leads away from you 2) User Story from the point of view of the works council: The company attaches great importance to data protection. The software is not allowed to monitor the performance and behavior of users. Pain: Everyone can currently see everyone else's searches and filters. This allows conclusions to be drawn about the user's work. For this reason, no searches are currently saved. Gain: Because the searches are not saved, it is difficult to understand why a company is in the company list. Because you can no longer see any filters there.

Clients often want to assign a limited export quota to users because they do not want them to be able to spend the whole account's quota, but also do not want to fully remove the export permisson.

It would be very helpful to have a filter in Target that allows users to exclude companies with no address information. This would be especially valuable for customers who use the platform for traditional direct mail campaigns and need only addressable company data. Giving users the option to filter for companies with valid mailing addresses would increase efficiency and reduce manual list-cleaning effort.

Can you add GHL in the list of CRM?

Be able to export a list of all the file downloads