Customers want the ability to customize what is in the Account/Contact Rating field.
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Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions
Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.
Coaching - Notification for Managers when a Sales Rep has submitted a session draft
It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.
View search selection hold for bulk updating ownership
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...
CRM Mobile> Status Confirmation when saving Events
To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...
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...
Give option to transfer all assigned contacts when using the approve owner change report for Accounts.
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.
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