Add the ability to duplicate an existing coaching template in settings.

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

Add the ability to edit sessions on web.

Allow us to submit sessions as completed or as draft on web.

Report with list of all Accounts and Contacts merge history with merge hierarchy.

My Calendar is oversaturated with invites and I want to see which events I own.

Ability to set the global default reminder time when creating new events.

Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.