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Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...
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Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
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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.
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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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Marketing Automation - 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.
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Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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Many to Many - 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.
