Pinned ideas

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.

PINNED HCPC Goals

Add additional filters to allow us to create goals based on codes and recurring vs new orders.

All ideas

2 VOTE

Need the ownership of an account when updated to propagate to all associated contacts.

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

Ashley Scrimo about 2 years ago in Accounts & Contacts 0

2 VOTE

ability to set goals once a quarter and auto-update/reset monthly

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

Mary Nichols about 2 years ago in Goals 0

1 VOTE

Add a date rage to Advanced AE Summary Report (Orders)

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.

Guest about 1 year ago in Reporting 1

1 VOTE

Add a new Event Recurrence Type: Quarterly

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.

Crisia Tolentino about 1 year ago in Calendar & Events 0

1 VOTE

Change the wording of Event to Sales Call in the crm user interface

A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...

Crisia Tolentino about 1 year ago in Calendar & Events 0 Will not implement

2 VOTE