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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

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Showing 305 of 305

ability to email/share goals via email

custmers want the ability to email goals outside of the system to execs & folks that don't access every day
Mary Nichols 19 days ago in Goals 0

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols 21 days ago in Goals 0

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Guest 22 days ago in Market Data 2 Will not implement

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest 2 months ago in Calendar & Events 0

Create Account-level setting to automate Frequency

Account-Level Settings within the CRM to automatically schedule event frequency (e.g., follow-ups, check-ins, review meetings) based on the rating or tier of the account/contact (e.g., Strategic, High-Value, At-Risk, Low-Touch). This feature helps...
Jessi Owens 26 days ago in Accounts & Contacts 0

Event history when moving into new environments

Introduce a dedicated Event History Migration Utility that enables seamless transfer of Event logs when migrating accounts and contacts into a new CRM environment—especially critical during mergers and acquisitions (M&A).
Jessi Owens 26 days ago in Calendar & Events 0

Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.
Ashley Scrimo 3 months ago in Coaching 0

Coaching - Notification for Managers when a Sales Rep has submitted a session draft

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.
Ashley Scrimo 3 months ago in Coaching 0 Future consideration

Store my own business card in Mobile App

Ability to store my own business card in the mobile app to have handy.
Crisia Tolentino 2 months ago in Admin & Settings 0

Mobile Admin: full calendar visibility for Admin

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.
Jessi Owens about 1 month ago in Calendar & Events 0 Already exists