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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

All ideas

Showing 46

Coaching - Duplicate coaching templates

Add the ability to duplicate an existing coaching template in settings.
Alex Chesnutt 2 months ago in Coaching 0 Released

Coaching - Edit Sessions on Web

Add the ability to edit sessions on web.
Alex Chesnutt 2 months ago in Coaching 0 Released

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 2 months ago in Coaching 0 Released

Calendar Drag and Drop

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.
Guest about 2 years ago in Calendar & Events 0 Released

Make CRM compatible with phone address book

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.
Jill Weiner - Clegg over 1 year ago in Accounts & Contacts 0 Released

Search by Address for Accounts & Contacts

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...
Guest over 1 year ago in Accounts & Contacts 4 Released

Many to Many - 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.
Alex Chesnutt over 1 year ago in Accounts & Contacts 1 Released

Goals - Ability to Share Goals

As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
Alex Chesnutt 3 months ago in Goals 0 Released

Business Card Scanner

Add the ability to take a phot of a business card and it automatically update into the BoB
Jessi Owens 6 months ago in Accounts & Contacts 0 Released

Ability to Assign and unassign Contact ownership in CRM Mobile app

Currently the ability to remove a user on a contact is only available via Web. It would be nice to have this option on Mobile as well.
Guest 3 months ago in Accounts & Contacts 0 Released