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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.
PINNED Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.

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Please add the ability to filter by Role and Business Line when searching for users to add to a Goal.

It would be easier to select a group of users that needs to be assigned to a goal if there was a way to filter on the "add user" page when creating Goals so large organizations do not have to go page by page to find users with a particular busines...
Ashley Scrimo 8 months ago in Goals 0 Released

add Toggle or a button from Market Spotlight to Marketscape Insights

from Market Spotlight, we should make it easy to toggle to Marketscape Insights so that users can get from one product to others seamlessly
Mary Nichols over 2 years ago in  1 Released

Adding option to set Defaul appointment lenght on CRM Mobile app

User needs ability to set up default appointment time in Mobile like in web.
Marc Angelo De Guzman 12 months ago in Calendar & Events 0 Released

Change Clipboard for Export in CRM to a Spreadsheet icon or similar

When the "Export to Excel" option in CRM was changed to a clipboard it has caused confusion and concern of functionality loss from our clients. The clipboard doesn't represent the functionality of exporting data.
Jessi Owens almost 2 years ago in  0 Released

Disable Ability Merge Accounts and Contacts

All CRM roles should not be able to merge Accounts and Contacts except for Administrators.
Nica Yabut about 1 year ago in Accounts & Contacts 0 Released

Event contacts

when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events
Guest over 2 years ago in Accounts & Contacts 4 Released

Group goal Visibility

Reps should not be able to see other reps goals.
Bryan Costreie about 1 year ago in Reporting 0 Released

Add a field to Expense Module to Include Date Entered

My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.
Guest over 1 year ago in Expenses 0 Released

Show history of coordination notes for patient in CRM, not just the most recent

Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"
Pierre Menard over 1 year ago in Referrals 0 Released

Calendar Integration

Events listed on the calendar would be integrated with the users calendar, so that those same events would populate on the users outlook/iCal/google calendar. Secondarily, we've received one or two requests for that integration to be bi-directiona...
Josh Price over 2 years ago in Calendar & Events 0 Released