Automatically bring forward talking points for an account or contact associated to an event. Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for a...

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.

Allow tasks to be associated with other objects

Summarize the notes from a particular period of the DVR with key insights

Being able to add events not associated with an account such as community events. This would the supervisor ability to see such events.

contact titles should be visible without having to click on the contact

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.

Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)