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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
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.

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Showing 46

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest about 2 years ago in Calendar & Events 0 Released

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...
Guest almost 2 years ago in Accounts & Contacts 4 Released

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.
Alex Chesnutt almost 2 years ago in Accounts & Contacts 1 Released

Make CRM compatible with phone address book

I do not like to enter a referral source's contact info in twice. I would like to be able to sync the CRM with my phone address book.
Jill Weiner - Clegg over 1 year ago in Accounts & Contacts 0 Released

Planned events be back to Blue fonts

planned events used to be blue and completed events were green before the upgrade, Now it's showing both in Green.
Matt Feller over 2 years ago in Calendar & Events 2 Released

Coaching - Duplicate coaching templates

Add the ability to duplicate an existing coaching template in settings.
Alex Chesnutt 4 months ago in Coaching 0 Released

Daily Visit Report with Contact Detail: Add custom date range parameter

We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.
Guest over 2 years ago in Reporting 1 Released

Coaching - Edit Sessions on Web

Add the ability to edit sessions on web.
Alex Chesnutt 4 months ago in Coaching 0 Released

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly
Mary Nichols almost 3 years ago in  1 Released

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 4 months ago in Coaching 0 Released