custmers want the ability to email goals outside of the system to execs & folks that don't access every day

Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.

It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.

If this field is not necessary or used by users, organizations would like the ability to remove the field or gray it out from the event form.

Add a "quick tip" "i" button next to each of the call visit note template options so end users can have an example of what kind of notes their team is looking for.

Add the ability to assign Accounts and Contacts to others on the Mobile app

to help properly categorize clients need other specialties : Wound Care

I’d like to schedule an event on my calendar with patients

Add a Provider photo to their contact

Saves duplication of effort in Accounts to Leads.