CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
Share feedback 0
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
Share feedback 1

All ideas

    Showing 1

    Automation for Field Based Referrals

    For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
    Alex Chesnutt almost 4 years ago in Referrals 0 Coming Soon!