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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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All ideas

    Showing 346 of 346

    Automate account and contact association when creating an event

    Limits the need to go back and associate the accounts and contact. Less steps, more time for reps.
    Marissa Atwell 1 day ago in Accounts & Contacts 0

    Enable the "-Any-" (Select All) functionality for the Marketer/User filter within the Account Engagement report.

    Currently, selecting "-Any-" returns zero results, forcing users to select and run the report for each marketer individually to see a full team view.
    Guest 8 days ago in Reporting 0

    Bulk upload Goals

    We need to have the ability for Admins to bulk upload goals within the CRM.
    Maegan Williams about 2 months ago in Goals 0

    HCPC Goals

    Add additional filters to allow us to create goals based on codes and recurring vs new orders.
    Alex Chesnutt 5 months ago in Goals 1 Future consideration

    Everyone can share their calendars in CRM.

    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.
    Guest 22 days ago in Calendar & Events 0

    Ability to bulk select contacts when creating an event

    Currently the customer has to repeat steps in order to associate multiple contacts to an event.
    Marissa Atwell 2 months ago in Calendar & Events 0

    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.
    Ashley Scrimo 3 months ago in Coaching 0

    Delete future events upon user deactivation

    Automatically delete future events for users once they are disabled for CRM
    Jessi Owens about 2 months ago in Admin & Settings 0

    Inactive User - deletion of future events increase

    Increase the ability to delete future events for inactive users from 10 to 100 at a time
    Jessi Owens about 2 months ago in Calendar & Events 0

    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...
    Crisia Tolentino 9 months ago in Accounts & Contacts 0