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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 Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

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Ability to Assign and unassign Contact ownership in CRM Mobile app

Currently the ability to remove a user on a contact is only available via Web. It would be nice to have this option on Mobile as well.
Guest 5 months ago in Accounts & Contacts 0 Released

Daily Visit Report with Contact Detail: Add custom date range parameter

We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.
Guest over 2 years ago in Reporting 1 Released

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart over 1 year ago in Reporting 0 Released

Adding Null option for rating in Contacts for HomeTown Pharmacy

The "rating" in Contacts doesn't allow for a blank field as it does in the Accounts module.
Marc Angelo De Guzman 9 months ago in Accounts & Contacts 0 Released

Add Accounts/Contacts as Subject when creating events from Account/Contact Details

When I create an event from the account or contact Subject will populated with the account or contact name!
Bryan Costreie 9 months ago in Calendar & Events 0 Released

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 10 months ago in Reporting 0 Released

Detailed AE Summary Report Visit frequency to Last Vist

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Bryan Costreie almost 2 years ago in Referrals / Reporting 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 almost 3 years ago in  1 Released

Contact Goal

Add a filter for Contacts as an option when creating an Event Goal
Jessi Owens 11 months ago in Calendar & Events 0 Released

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 about 1 year ago in Goals 0 Released