It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.

To provide Users to add notes without setting up an event.

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.

specifically HCHB, add contact type to the integraiton fields. for customers that have their contacts coming over as a part of the integration, add contact type as a field that we integrate with so the user doesn't have to manually update (non-phy...

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...

custmers want the ability to email goals outside of the system to execs & folks that don't access every day

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.

Add the ability to assign Accounts and Contacts to others on the Mobile app

A lot of ppl still hand write notes in meetings bc ppl think it's rude when they are on their phone. Then the rep has to copy that over into CRM, duplicate work. Can we have a note scanner or even attach a photo of the notes?