We need a pop to offer event types rather than default.

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.

Add a way for me to create a session for a user on web before moving to mobile to complete the form.

Add the ability to duplicate an existing coaching template in settings.

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...

Add the ability to edit sessions on web.

To prevent duplicate event entries, the Save button should be greyed out while the event is being processed. This will ensure users cannot click it multiple times, especially in areas with slower connectivity. Additionally, a confirmation message ...

Views are sometimes edited by users and switched to user-only views, resulting in admins losing their created views. This is especially difficult for larger organizations that have a lot of users trying to edit different views. It would be great i...

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.