Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

As an admin, being able to login as either a specific user or in the same role as a user

All sales people would benefit

A user have srequested to add functionality to be ablet set goals in a weekly duration.

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...

We currently have this at the user level but not at the Team & Agency

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type

is there a way that the platform will automatically enter the address when we add a new contact to a facility?

Is there a way we can merge accounts that are the same?