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.
Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI
It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.
Ability to edit an already scheduled event to be reoccurring
All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.
On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?
It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
Many to Many - Automatic association for Primary Account
When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
ive received feedback that having the ability to see your calendar from a monthly view may help when confirming appointments with referral sources. If you have to move an appointment from today, you may want to see other days (outside of tomorrow)...
This way, people within the same organization can see if the people they are sharing with are available, if meetings can be scheduled, thus providing transparency and visibility within organizations if desired.
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