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Feature Requests

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When checking out, we don't want to capture the customer's last name, first name, and address because there are concerns that the closing rate will drop. Please be able to delete it.

Ability to see overall Recurring Revenue vs New Sales on main dashboard

Adding this option will give a quick clear picture of recent new sales vs recent recurring revenue, improving income predictability.

Add checklists to each Opportunity

I don't want a full Trello board of features, but being able to add some checklists and an expandable note block would help a lot.

Add custom information to Opportunities like pipedrive

Would be nice to have the option of adding UTM for every contact opportunity into the pipeline app. This would be helpful for people like me that run ads for an application funnel and we want to know from where ads people are opt-in

Calculating the VAT return between Stripe and Click Funnels

Create an appointment from contact record

the ability to click a button from a contact record to then book an appointment with them instead of have to open the link

Conversion Boosters - Card

Release the Conversion Boosters Card Type

Conversion Boosters - Hot Streak

Release the Hot Streak Conversion Booster Type

Conversion Boosters - Live Count

Release the Live Count Conversion Booster Type

Delete Pipeline

Option to have more organize all the pipelines and delete the old ones or the "test" pipelines sometimes needs to be created

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