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Allow SAGA to be open in multiple tabs to different sections.

FIRST… This is really amazing! You guys have and are doing a great job. 🙂 I do a lot of my work at a computer. I’d really love to have the contacts/messaging open in one tab and the personal library open in another. Right now that’s not possible so it makes things cumbersome. It’s taking a lot longer for me to grab what I need from my personal library and the resource section of the person’s CRM file than it would if I could have them both open in separate browser tabs. Thanks so much for all you’re doing! I truly appreciate you all…

Angie Taylor 6 days ago

1
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Feature Request

Completed

Analytics Gap: Daily Activity Isn’t Reflecting Actual Work in the Pipeline

I’m running into a consistent issue with tracking real production inside the system, and I’d like feedback or insight on whether there’s a better way to approach this—or if this is a feature gap. Here’s what’s happening in my workflow: I’ve moved a group of cold leads from connecting into inviting. Right now, I have 195 people sitting in that stage. These are not people ready for a presentation yet—I’m actively building rapport, having conversations, and working toward the point where it makes sense to show information. On a typical day: I may work through 20 people already in inviting (messages, follow-ups, rapport-building) I connect with 10 new people Out of those 10, maybe 5 engage and move into inviting So, in reality, I’ve worked 25 conversations that day. The issue is when I go into analytics, it only reflects movement in the pipeline (for example, the 5 people who moved stages). It does not reflect the 20 ongoing conversations I actively worked. So, the system shows I only worked 5 people… when I actually worked 25. Because of that, I’ve had to go back to pen and paper just to track: Who I spoke to What I said How many conversations I worked that day That defeats the purpose of having a system to measure production. What would make this more effective: Active Conversation Tracking If I log a note, comment, or activity under a contact, that should count toward an “active conversation” metric for the day. Daily Production Visibility Analytics should reflect not just pipeline movement, but also: Total conversations worked Total follow-ups completed Total contacts engaged that day Separation of Metrics Right now, pipeline movement and actual activity are blended. They need to be tracked separately: Movement = outcomes Activity = effort Both matter, especially in a relationship-based business.

Terri about 1 month ago

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Feature Request