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PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 242 of 242

Allow other users to document events for other reps (dual credit)

Events: Allow other users to document events for other reps (dual credit)
Alex Chesnutt 2 months ago in Calendar & Events 0

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens 9 months ago in Reporting 0 Will not implement

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 2 months ago in Reporting 0

Goals Reports

Schedulable reports so progress reports can be sent to other teams via email
Amery Zita 2 months ago in Goals 0

Goals Accessibility on Mobile

The team would like goals to be seen on the Home page in mobile, so reps do not miss it.
Amery Zita 2 months ago in Goals 0

Goals Filter for Event Purpose and Accounts

Event Purpose Filter: A goal filter is needed to see which quick notes are used. Account Chooser Filter: Would like this so they can create goals around a medical group to track number of visits.
Amery Zita 2 months ago in Goals 0

Improved Talking Points

Automatically bring forward talking points for an account or contact associated to an event. Include things like EHR data (DX, LOS (Length of Stay), Education opportunities), INS Conversation Starters, relevant sales tools, review past notes for a...
Amery Zita 2 months ago in Market Data 0

Unassigned Accounts and Contacts Call Outs

Call out via a visual indicator that a rep is creating events associated to record they do not own in CRM.
Amery Zita 2 months ago in Accounts & Contacts / Calendar & Events 0

Associate Tasks with other objects

Allow tasks to be associated with other objects
Amery Zita 2 months ago in Accounts & Contacts / Calendar & Events 0

AI (Artificial Intelligence) Summary of the DVR Reports

Summarize the notes from a particular period of the DVR with key insights
Amery Zita 2 months ago in Reporting 0