Ideas

Tailered report where you can manipulate a long list for applicants - all the info is in here... Even being able to export a CV file to Excel or something!! Would save so much time.

Why isn't there an option to directly add a contact to a company record that is an Admin contact? This would make it much more useful for sales/business management to more quickly find the right contact to connect with!

The analytics report Note Activity (and I assume all the rest) includes Clients in the default display of results. This is fine, but Client is not a role type included in the User Role list - it would make the most sense to:1. Exclude Clients from...

Please add "peer with" as an option in the relationships tab.

add metadata fields (industry, specialty, seniority, company values) to deals -make them all optional

Most pitch projects are created before a Deal is closed. Allow users to define a status value (the pipeline) that triggers the "create a project from this deal"? instead of waiting until the stage = "won". This will need to be in the settings, as ...

This would be useful so firms could track why they lost or passed on a deal. Include in the export of the deals so that users could aggregate/summarize information

The Gong Reports are one major way that we are kept appraised of recent closes and when talking about closes with clients the candidate's past role is very important information to the client

For example when I'm in a project I would like to see a particular color group (category), in a certain date range, and to pick which Status to include. This would greatly help us 'work' our candidate lists.

It is important to be able to see who added a candidate to a project. That data exists but right now the only way to see it is to export a report. In the grid view, especially during early weeks of a project, multiple team members may be adding ca...