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.
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.
Bryan Costreie
over 2 years ago
in Accounts & Contacts
0
Future consideration
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.
Ashley Scrimo
8 months ago
in Coaching
0
Future consideration
Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.
Michelle Malone
10 months ago
in Reporting
0
Future consideration
A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?
Ellen Knowles
10 months ago
in Calendar & Events
0
Future consideration
ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded
we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...
Guest
almost 2 years ago
in Referrals
0
Future consideration
0
Future consideration
0
Future consideration
