Product Enhancements

Processes from Reports

The ability to run a report and then bulk launch processes based off that report would be a very helpful enhancement.

For example, we look at the Lost Deals by Client Stage report and decide we want to launch a process on all of the people that are at a certain client stage. If there was a checkbox next to each client listed on that report that we could check if we want a process launched, and then choose the process to kick off, that would be ideal! Right now we have to run that report and then go to each client entity to launch the process. Being able to do it all in one spot would be much more efficient.




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