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
Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.
When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...
Non functioning system Work for sales rep whiches who utilizes
This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.
Example: Run Rate: (# admits / the currently completed working days) x total working days
Ex: August has 22 working days and a rep has 14 admits with a goal of 33.
14 admits / 16 completed days (Friday's math)
14/16 = .875
.875 x 22 (#working ...
0
On Roadmap
0
Will not implement
