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Accounts & Contacts

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine over 2 years ago in Accounts & Contacts On Roadmap

Notifications - Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Amery Zita over 1 year ago in Accounts & Contacts On Roadmap