Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
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.
PINNED 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.

All ideas

Showing 27

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green about 1 year ago in Reporting 2 Already exists

When completing a new event, go back to that specific account page instead of to the calendar page.

It was like this before the update, so when I had multiple contacts in a single account that I need to add events for, it was much easier and faster. Now, it adds additional clicks to get right back to the same spot to add a new event for a new co...
Guest 5 months ago in Calendar & Events 1 Already exists

Calendar Subscription - Real time synchronization of CRM calendar to third party apps

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...
Guest 5 months ago in  0 Already exists

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest almost 2 years ago in Admin & Settings 5 Already exists

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest 6 months ago in Accounts & Contacts 0 Already exists

Merge accounts

Is there a way we can merge accounts that are the same?
Heather Hebert 8 months ago in Accounts & Contacts 1 Already exists

Market Spotlight Bulk Assignment

Request to assign multiple items simultaneously in Market Spotlight page, streamlining the process and ensuring efficiency.
Nica Yabut 8 months ago in Market Data 0 Already exists

Adding Contacts in Bulk

No description provided
Guest 10 months ago in  0 Already exists

adding a feature for a Manager/Admin to mass update Record Field for Accounts.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman 11 months ago in Accounts & Contacts 0 Already exists

add in subject and actual completed time and Date Daily Visit report

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.
Bryan Costreie 11 months ago in Reporting 0 Already exists