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.
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HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
We should be able to reassign/transfer ownership from one rep to another when they are both still active users. Example: all accounts located in Ohio currently assigned to rep a, need to be reassigned to rep b.
Leads - Track discussions, contacts, length to convert, etc.
Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...
it would be great to be able to sort by only providers who have order our studies and not show any others
Most of the providers we are looking for are either in the psychiatry/neurology or NP category; any other provider is useless for us. on desktop its nice that we can filter, but on the app we cant.
Add a tab in mobile and a section on web where you can review coaching forms submitted that are associated with a specific account or contact.
This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.
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