A Few Suggestions for Features/Improvements

A Few Suggestions for Features/Improvements

Hi,

Noticed a few things that I wanted to bring to your attention while testing your CRM application.

1. When the admin goes to approve a lead, the lead owner can be changed and an email generated to that new owner letting them know of their new lead. This can be done whether the lead is "approved" or not. So, it is possible for a user to get notification of a new lead but when they log on, the lead will not be there because it was not "approved" by the admin. You may want to fix this (as in email is not sent until lead approved). It could cause confusion.

2. Under the settings module, if a user does have access to change any lead, potential, account, etc. settings, instead of just giving them the "You do not have permission - contact your admin", it would be nice if they could not see it at all. As in, the only options they could access under settings would be what the admin has allowed them to be able to modify. This may cut down on "why can't I do this?" questions.

3. When manually assigning a lead, have a drop down box with all of the users. If a company imports 500 leads from an excel speadsheet to split between 15 different users, the admin has to click into each lead to change the owner. A drop down box under the "Lead Owner" column would be much easier.

Thank you,

DJJNLPN