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Labs

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

Category

Yelp Ads - Ability to add multiple accounts
0
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.
0
CRM - Send emails within AgencyAnalytics
The ability to send out emails from within AgencyAnalytics using the CRM contact info to contact groups/individuals.
0
CRM - Restrict access to the feature on permissions for users
Remove access to Companies tab (CRM) to certain users with user permissions.
0
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
0
Autocreate CRM Companies for any Campaigns in AA
Since Campaigns are typically individual companies, AA can autocreate those as Companies under Customers in the Companies Lab feature.
0
Desktop app - When adding integrations have the auth login pop up in the active browser sessions
when adding integrations its best if the auth login pops up in the active browser sessions, because the saved credentials are not available in-app session
0
Desktop App - Refresh button for desktop app
the interface doesnt really have a refresh button.
0
Sub-Companies for Clients with Multiple Locations
I have a couple of clients who have multiple locations and those locations are billed separately. It would be nice to have the ability to track that they are sub locations within the CRM.
0
CRM - Share pipeline with other platforms for contact
Option to share pipeline with other platforms for contact purposes. (eg. share pipeline to Klaviyo for the purpose of contacting individuals/groups)
0
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