I am receiving hospice referrals and I am only a representative for home health.
Please unattach my name from hospice. .
I need my HOME HEALTH referrals attached to my name in the system for an accurate report. There are no reports for home hea...
For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type
In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.