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
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.
As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.
Meredith Lawler
over 3 years ago
in Reporting
0
On Roadmap
Coaching Forms/ Leaderboards/ Benchmarking Think of this as more for managers. Should be things like ride along forms, leaderboards, and benchmarking for their reps.
Alex Chesnutt
over 3 years ago
in Coaching
0
On Roadmap
Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...
Alex Chesnutt
over 3 years ago
in Reporting
0
On Roadmap
During our chat earlier, you had inquired if there was a report or configurable dashboard panel that allows users to see a day-to-day census comparison over a period of time (such as a week). We presently do not have this ability available in Play...
Alex Chesnutt
over 3 years ago
in Reporting
0
On Roadmap
0
On Roadmap
