Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
This way, people within the same organization can see if the people they are sharing with are available, if meetings can be scheduled, thus providing transparency and visibility within organizations if desired.
Add a tab in mobile and a section on web where you can review coaching forms submitted that are associated with a specific account or contact.
This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.
Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI
It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.
After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again
Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
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