All ideas

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.

Add a way for me to create a session for a user on web before moving to mobile to complete the form.

Add the ability to duplicate an existing coaching template in settings.

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...

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.

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

Add the ability to edit sessions on web.

planned events used to be blue and completed events were green before the upgrade, Now it's showing both in Green.

Allow us to submit sessions as completed or as draft on web.

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...