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.

Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.

Integrate Expense Module within CRM to Corporate-wide reimbursement tools such as Concur, Expensify and others

Automatically sync and logs relevant email communications into a CRM from a user's email host (e.g., Gmail, Outlook).

Aggregated Referral source productivity reporting Month over Month Aggregated Marketer productivity reporting Month over Month Aggregated Marketer coaching reporting Month over Month Aggregated Goal reporting Month over Month

When searching Contact details in a view, using DATE criteria, it would be helpful to have the option for Future date ranges.

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...

When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM

Create ability to assign multiple branches more easily and across the board versus individually

Add new Referral / Order statuses in CRM by making the status more customizable. Request to add HOLD as a status