CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Marketing Automation - Email Marking Integration
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.
Share feedback 0
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
Share feedback 0

All ideas

Showing 329 of 329

Add a new Event Recurrence Type: Quarterly

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.
Crisia Tolentino about 1 month ago in Calendar & Events 0

Coaching - Create Sessions on the Web

Add a way for me to create a session for a user on web before moving to mobile to complete the form.
Alex Chesnutt 6 months ago in Coaching 0 On Roadmap

Make the Account Health Index business line specific or add a business line filter

It would be helpful for users to have a way to filter down the Account Health Index details by business line.
Ashley Scrimo 2 months ago in Accounts & Contacts 0

Ability to group criteria in CRM view Using "OR" Like (A OR B) AND C

In cases where user would like to filter multiple value in a criteria using "OR" and mix another criteria using "And" some filters are being overlooked because they lack the ability to be grouped.
Marc Angelo De Guzman 3 months ago in Orders 0

Many to Many - Automatic association for Primary Account

When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Bryan Costreie 5 months ago in Accounts & Contacts 0

SAVE AS in market spotlight

just like the insights explore page, it would be nice to save views in market spotlight for ease of use & getting to information faster when toggling from page to page.
Guest 3 months ago in Market Data 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 10 months ago in Referrals 0

Change the wording of Event to Sales Call in the crm user interface

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...
Crisia Tolentino about 2 months ago in Calendar & Events 0 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 5 months ago in Calendar & Events 0

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 4 months ago in Goals 0