All ideas

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...

It would be helpful if there was a field in which managers could add notes (and call attention to the feedback) in CRM on the events page/calendar.

to include a filter to identify what the providers role was on the referral/ order

Many account managers/reps only use Mobile and are expected to complete quarterly business plans. Some of the information they need is only available on desktop. They mostly use mobile as they have high expectations re: beingin the field.

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

One provider may work at multiple facilities (Accounts).

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.

All sales people would benefit

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

In mobile it is very easy to miss adding an account to a contact