CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Marketing Automation - 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.
Share feedback 0
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

All ideas

Showing 2

Allow for same screen contact addition

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 ...
Guest about 1 year ago in Calendar & Events 1 Coming Soon!

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 over 3 years ago in  0 Coming Soon!