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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Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
Many to Many - Automatic association for Primary Account
When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Changing the date to see monthly events or historical call notes is a hassle. Would love to see a buttom or tab to quickly see alternative views for the last 90 days, 6 months, Year of data or All data to quickly review notes on an account or cont...
Add the ability for public views to be locked by admins so they cannot be deleted by other users
Public views can be deleted by end users, which results in the view being removed for all other users who need to access it. It would be helpful if there were a way for an admin to lock a view so it could not be deleted by users.
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Already exists
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