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.
PINNED
Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
PINNED
Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED
Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
