All ideas

To provide Users to add notes without setting up an event.

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

To have an option base on User's familiarity of the software

Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

Integrations is asked continually when did we last get an update from EHR

It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.

need to be able to see more as a manager in mobile (for example- orders list)