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
Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
Many to Many - Automatic association for Primary Account
When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
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
over 2 years ago
in Reporting
2
Already exists
Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
0
Already exists
2
Already exists
