We have prospects automatically setup via Zapier whenever someone messages us on our messaging platform. Later, if these prospects decide to signup, they are unable to do so because SuiteDash tells them that their email address is already taken. I suggest removing this restriction, and automatically upgrading (merging/overwriting) prospects as clients when they register with a client form. Hope this makes sense :)
I understand the value in the three roles, however, this creates extra work. I suggest a way for leads to automatically be converted into prospects if they try to register via the prospects form, or into clients if they register via the clients form. At that point the system would email them a welcome email, and upon login, auto convert them into a client.
It would be useful to be able to send a contact a form both manually as well as automatically depending on what item/service they are purchasing. It would be a huge help if we were able to view all of a contacts forms on their contact page too :)
Since the login portal can't be embedded into a custom page, I'd like to set the login logo to forward to my home page. Right now if you click the logo it just refreshes the login page which is kind of useless. I'm not aware that this can be accomplished via custom css. Thanks!
I don't know how this would work, maybe by webhooks tied to both registration and invoices somehow, or even a dedicated products section, but I'd like to be able to create buy now buttons that would automatically have a customer register and send an invoice depending on what product or service they are buying.