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...

to help properly categorize clients need other specialties : Wound Care

I’d like to schedule an event on my calendar with patients

Saves duplication of effort in Accounts to Leads.

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

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