An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

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...

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).

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.

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.

Introduce functionality within the mobile app that enables Admin users (leaders) to view the calendars of their direct reports.

Ability to store my own business card in the mobile app to have handy.

Make it easier to rearrange fields on different objects.

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.