Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...

Customers would like to make additional fields in Accounts/Contacts/Leads mandatory before saving

Most of the providers we are looking for are either in the psychiatry/neurology or NP category; any other provider is useless for us. on desktop its nice that we can filter, but on the app we cant.

This is useful to customize client requirement in managing their events

We need to have the ability for Admins to bulk upload goals within the CRM.

Hello, I think it would be beneficial to offer a dark mode setting for the user interface

Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown: Assign Ownership Remove Ownership All (or can be titled Assign/Remove Ownership -OR- B...

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

Limits the need to go back and associate the accounts and contact. Less steps, more time for reps.

Currently, selecting "-Any-" returns zero results, forcing users to select and run the report for each marketer individually to see a full team view.