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Referrals
1
VOTE
CRM Mobile - Admin visibility to team
Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens over 1 year ago
in
Referrals
Already exists
1
VOTE
Connect to HCHB
If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
Guest over 1 year ago
in
Referrals
Already exists
1
VOTE
Date of birth
Include patient dare of birth in the notifications
Guest over 1 year ago
in
Referrals
Already exists
1
VOTE
Disable the end user permission to change or update Referral Ownership
End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut over 2 years ago
in
Referrals
Already exists
