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.

We need to have the ability for Admins to bulk upload goals within the CRM.

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...

Customers would like to make additional fields in Accounts/Contacts/Leads mandatory before saving

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

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.

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.

This is useful to customize client requirement in managing their events

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...

Currently the customer has to repeat steps in order to associate multiple contacts to an event.