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 Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
Share feedback 0

All ideas

Showing 46

Coaching - Duplicate coaching templates

Add the ability to duplicate an existing coaching template in settings.
Alex Chesnutt 3 months ago in Coaching 0 Released

Coaching - Edit Sessions on Web

Add the ability to edit sessions on web.
Alex Chesnutt 3 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

Coaching - Submit Sessions on Web

Allow us to submit sessions as completed or as draft on web.
Alex Chesnutt 3 months ago in Coaching 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 almost 2 years 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 almost 2 years ago in Accounts & Contacts 1 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

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

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 4 months ago in Accounts & Contacts 0 Released