All ideas

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.

It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

Create custom lists with multiple providers merged to see what practice as a whole is doing.

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...

On the mobile version, there is a nice "add contact button" when adding an event, in case you don't currently have that contact in the address book associated with the account. It makes it easy to continue inputting the event with a new contact wi...

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

I need to be able to sort by last note input date or last contact date, not last modified date.