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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

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Showing 316 of 316

Ability to mirror Filter on Accounts tab to Add Accounts list in the calendar

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab
Guest 3 months ago in Calendar & Events 0

Auto-close the event after X days without completing

After an event hasn't been completed, lock the event to prevent completing. Time should be configurable.
Alex Chesnutt about 1 month ago in Calendar & Events 0

Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions

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.
Ashley Scrimo 4 months ago in Coaching 0

Coaching - Notification for Managers when a Sales Rep has submitted a session draft

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.
Ashley Scrimo 4 months ago in Coaching 0 Future consideration

Ability to customize event type color

Add the ability to choose different colors for Event types
Jessi Owens about 1 month ago in Calendar & Events 0

Store my own business card in Mobile App

Ability to store my own business card in the mobile app to have handy.
Crisia Tolentino 3 months ago in Admin & Settings 0

allow goals to come in from customer's EHR

customers already have goals in their EHR - it would be ideal for this to be a part of the integration
Mary Nichols about 2 months ago in Goals 0

market Spotlight for Mobile

An overview of how to use Market Spotlight in CRM Mobile, added to the Getting Started in CRM article.
Guest about 2 months ago in Market Data 2 Will not implement

Calendar - Add Search Box to Account & Contact Panel on the Right!

Add a search box on the account and contact panel list to easily locate a record to drag and drop on the calendar.
Alex Chesnutt 5 months ago in Calendar & Events 0

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 7 months ago in Calendar & Events 0 Will not implement