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PINNED Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

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Showing 278 of 278

Daily visit tally

I'm interested in learning if there is a way, currently, to see how many visits we have made in a day or in a week. Currently, to ensure that I have 10 daily visits, I count each visit to make sure there are at least 10, no problem. At the end of ...
Guest 9 months ago in Calendar & Events 0 Future consideration

A reoccurring event scheduler that can change and parameters for set days for multiple accounts at the same time.

Example, X1 a Monday on Mondays I go to the same 10 accounts. Allowing the user to set clients reoccurring visit parameters for all several accounts at once.
Guest 9 months ago in Accounts & Contacts 0 Future consideration

CRM Automatic Contact Birthday Alerts

Our team mentioned it would be great to get automatic reminders when a contact's birthday is approaching. These would automatically generate from the birthday in the Contact's record, rather than being manually created.
Guest 10 months ago in Accounts & Contacts 0

Add ability to attach a picture to an account, contact or event.

It would be very helpful to be able to attach a picture of a business card, flyer, brochure, pic of building etc to an event, Account or contact. Especially when learning about new accounts.
Guest 10 months ago in Accounts & Contacts 0

AE Detailed Contact Productivity Report (Referrals) Add Filter for Primary vs. Referring

to include a filter to identify what the providers role was on the referral/ order
Bryan Costreie 10 months ago in Reporting 0

Ability to View Key Reports on Marketscape CRM Mobile

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.
Laura Green 10 months ago in  1

Adding multiple Sync IDs to one branch

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory
Bryan Costreie 10 months ago in Admin & Settings 0

Make it to where my accounts is the home page that pops up

All sales people would benefit
Guest 11 months ago in Accounts & Contacts 0 Already exists

Historical Call Notes Date Range

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.
Guest 12 months ago in Accounts & Contacts 0

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman 12 months ago in Calendar & Events 0 Will not implement