All ideas

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

One provider may work at multiple facilities (Accounts).

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.

All sales people would benefit

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

In mobile it is very easy to miss adding an account to a contact

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

I can see all physicians that are at that address and choose the one I’m looking for.

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.