Advent HME would like to track if the team is using market spotlight and data within the CRM - they would like to set up a goal to set expectations.

Add the option to limit the timeframe in "Needed per day" in Goals to just M-F and not include the weekends.

this will help reps know when an event is about to expire so they can take action (move days, time, extend at the current day/time, etc.)

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...

I need to be able to sort by last note input date or last contact date, not last modified date.

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts