All ideas

to include a filter to identify what the providers role was on the referral/ order

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

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

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

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.

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.