CRM Idea Center
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Admin & Settings

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Manage Users Being Locked Out

Right now there is no way for another user within the customer to unlock a fellow user if they get locked out. A Support ticket has to be created and there is a time lapse.
Madison Burns almost 3 years ago in Admin & Settings 0 Will not implement

Leader territory configuration

Create ability to assign multiple branches more easily and across the board versus individually
Jessi Owens about 1 year ago in Admin & Settings 0 Future consideration

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 about 1 year ago in Admin & Settings 0

Grant access permission from Mobile App

Add ability to grant account access to the mobile app
Jessi Owens about 1 year ago in Admin & Settings 0 Future consideration

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 over 2 years ago in Admin & Settings 0

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 over 3 years ago in Admin & Settings 0