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

This way, people within the same organization can see if the people they are sharing with are available, if meetings can be scheduled, thus providing transparency and visibility within organizations if desired.

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

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

Automatically delete future events for users once they are disabled for CRM

Increase the ability to delete future events for inactive users from 10 to 100 at a time

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.

It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.

All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.

Ability to add/remove columns in User Adoption (orders) Report in CRM