Adding ability to Search Accounts by Address in CRM Mobile APP
The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.
I am receiving hospice referrals and I am only a representative for home health.
Please unattach my name from hospice. .
I need my HOME HEALTH referrals attached to my name in the system for an accurate report. There are no reports for home hea...
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