Saves duplication of effort in Accounts to Leads.

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment. Part 1 - Create the Office Of Part 2 - Assoc...

add an on-track number to goals. so if my goal is x, i need x per day to meet my goal. (add this in addition to needed per day

now that goals can be shared, we should add a notification (via email) so the person that the goal is shared with knows that it's there

Introduce more prompting using the Conversation Starters based on the person we’re talking during events to produce a talk track.

There are cases when user would need to transfer contacts associated to an account to another account

It would be very helpful if the contacts within an Account were listed alphabetically.