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PINNED 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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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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All ideas

Showing 29

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 2 months ago in Accounts & Contacts 0 Released

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman 3 months ago in Accounts & Contacts 0 Released

Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie 4 months ago in Calendar & Events 0 Released

Account and Contact Merge Identification

Add an identifier within the UI to identify Accounts and Contacts that have been merged.
Jessi Owens 4 months ago in Accounts & Contacts 0 Released

Contact Goal

Add a filter for Contacts as an option when creating an Event Goal
Jessi Owens 6 months ago in Calendar & Events 0 Released

Please add the ability to filter by Role and Business Line when searching for users to add to a Goal.

It would be easier to select a group of users that needs to be assigned to a goal if there was a way to filter on the "add user" page when creating Goals so large organizations do not have to go page by page to find users with a particular busines...
Ashley Scrimo 7 months ago in Admin & Settings 0 Released

Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman 11 months ago in Calendar & Events 0 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 12 months ago in Accounts & Contacts 0 Released

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut 12 months ago in Accounts & Contacts 0 Released

Group goal Visibility

Reps should not be able to see other reps goals.
Bryan Costreie about 1 year ago in Reporting 0 Released