Skip to Main Content
CRM Idea Center
Log in / Sign up
Please enter your email address
ADD A NEW IDEA
Pinned ideas
0
FILTER BY CATEGORY
Accounts & Contacts
83
Admin & Settings
25
Calendar & Events
67
Coaching
6
Expenses
9
Goals
13
Market Data
11
Orders
0
Referrals
20
Reporting
49
Admin & Settings
Sort by:
Trending
Recent
Trending
Popular
Filter by:
Status
FILTER BY STATUS
Future consideration
Already exists
Will not implement
On Roadmap
Coming Soon!
Released (hidden by default)
Showing 25 of 297
0
VOTE
Move conversation starters and spotlight in mobile
Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe
Jessi Owens 7 months ago
in
Admin & Settings
0
0
VOTE
Grant access permission from Mobile App
Add ability to grant account access to the mobile app
Jessi Owens 7 months ago
in
Admin & Settings
0
0
VOTE
User impersonation
As an admin, being able to login as either a specific user or in the same role as a user
Guest 12 months ago
in
Admin & Settings
0
0
VOTE
Ability to change fonts and colors
The ability to change fonts, sizes, and colors of basic features of CRM (Dashboard, Background color, Font sizes)
John Agravante about 2 years ago
in
Admin & Settings
0
0
VOTE
Ability to restrict event scheduling to only Account/Contact Owners
Within settings, allowing for users to restrict event creation to only the listed shared owners on the account/contact.
Josh Price almost 3 years ago
in
Admin & Settings
0
« First
‹ Prev
1
2
3