All sales people would benefit

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.

my customers would like the option to target accounts by line of business. example, i'd like to target xyz account for hospice only, not home health. in addition, they'd like for the ability to have different call frequency options depending on th...

is there a way that the platform will automatically enter the address when we add a new contact to a facility?

Is there a way we can merge accounts that are the same?

WHEN YOU GO AWAY FROM CRM IN THE MIDDLE OF MAKING A NEW ACCOUNT, CONTACT, EVENT, AND IT TIMES OUT, EVERYTHING IS LOST.

Notifications when accounts that have been ordering have a decrease in orders by a certain percent.

This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.

Realo Suggests that Sale Zones would be beneficial for Accounts too not only for Contacts.

need to be able to see more as a manager in mobile (for example- orders list)