Add a way for me to create a session for a user on web before moving to mobile to complete the form.

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.

custmers want the ability to email goals outside of the system to execs & folks that don't access every day

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

It would be very helpful if the contacts within an Account were listed alphabetically.

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.