Rob Herrmann

Would like to be able to have ability to enable multiple Pipelines that may/may not share custom field between one, some or all defined Deal pipelines. 

Currently you may select all, or one associate pipeline for those Additional Fields... I would like it to be a multi select to that i may choose some pipelines and not others.

If users can View specific cards (Leads, Contacts, Deals) they should be able to add notes.

Yes, they should not be able to change the Card details themselves, but they should be able to Add a Note, send and email to the contacts associated, add/complete tasks, add Calendar events.  Basically they can not change the Details, the Products, the Contacts, or Documents. 

Also. if they are marked as a "Collaborator", allow them to override the security and enable them to actually collaborate and update the entire record.

Currently we must have a single Product Catalogue that is exposed to all Pipelines.  Would be nice to filter the Products respective to the pipeline, or have distinct catalogue for each pipeline.

Need to have multiple independent descriptive code fields to manage variations in products.

• Code 1: Product
• Code 2: Option
• Code 3: Category

Product catalogues potentially can go up to even more levels of granularity.

We need to be able to review deals based on Products or Options and/or Categories and currently this has to be done with a lot of external API development to parse out single entry coding in Sell.

Product libraries currently consist of 1000 single entry products...  unique combinations of:
10 items, (Product)
10 selling options (Option)
10 different Categories (Category)

WAY TO COMPICATED and LEADS TO ERRORS

Hello,

It is to manage the account as a whole over time... current the Closed Deal value keeps climbing... but would be nice for it to reflect the true value of these of the clients as the return some products and purchase others in replacement/upgrades. When aggregating these fo a total of how many of each product, this is currently not possible as negative are not enabled.

Maybe there needs to also be a an option for subscription based sales like the comment above to get the true annual (periodic) recurring potential of a client.

Defining Currency settings by User would be a good solution.. currently it is only by the entire Account... this would be a view to the data, and all data in backend to be stored in base units defined by each account.

Negative Values are not currently supported within Sell. Some Markets are very volatile, and as such Clients are continually returning / canceling or purchasing more products based on the market.  This data is required for us to manage the complete view of the Client Health/Value of any customer with in our CRM... without Negative Values this is impossible.... and a Major Flaw within the application.

Other CRMs mange with effectively... Why Not Sell?