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Labs

This board is dedicated to all the requests related to the features released in our Labs section

Category

Marketing Calendar feature
A calendar feature to plan and monitor marketing
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Campaign Auditor - Campaign Monitor Integration
Would love to see an integration with Campaign Monitor for email campaigns!
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Campaign Auditor - Ability to filter out integrations that haven't had any activity, and are showing a negative score as a result
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Campaign Auditor - Recommendations on how to Improve the score
Besides insights, having recommendations on how we to improve the score.
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Campaign Auditor - Client user account access
Ability for client user account to access Campaign Auditor section within Permissions. Data is currently only available to Admin/Staff unless added to a Report/Dashboard.
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CRM - Allow for syncing with company email
Request to allow for sync their sales reps email to the agency account and it automatically pulls any emails between the sales rep and the client email to that company so that they can see all communication.
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CRM - Allow for editing of stages
Allow for us to custom edit the stage names so we can use the CRM in a little more flexible manner.
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CRM - Restrict access to the feature on permissions for users
Remove access to Companies tab (CRM) to certain users with user permissions.
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CRM - Send emails within AgencyAnalytics
The ability to send out emails from within AgencyAnalytics using the CRM contact info to contact groups/individuals.
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Ask AI - Option within Rank Tracker
Option to use Ask AI within the Rank Tracker section, rather than just on widgets that have been added to Reports/Custom Dashboards
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