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.
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Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
adding a feature for a Manager/Admin to mass update Record Field for Accounts.
This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman
about 2 years ago
in Accounts & Contacts
0
Already exists
events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report
Bryan Costreie
about 2 years ago
in Reporting
0
Will not implement
add in subject and actual completed time and Date Daily Visit report
On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.
Bryan Costreie
about 2 years ago
in Reporting
0
Already exists
Update full list of observances to include all holidays
We have the place to mark the religion of a specific contact, but not all major religious holidays are outlined in the "Observances" calendar. It would be beneficial to add things like Kwanza, Chinese New Year, Ramadan, etc to alert the sales reps...
Create easy way to submit support ticket on CRM Web and Mobile
It is very easy to find the information on where to submit a support ticket in Insights, but in the CRM - particularly on the desktop version, it is confusing as to how to do this. The live chat is obvious but what if I just want to submit a ticke...
0
On Roadmap
0
Will not implement
