Pinned ideas

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.

PINNED Marketing Automation - Email Marking Integration

Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.

All ideas

0 VOTE

Grant access permission from Mobile App

Add ability to grant account access to the mobile app

Jessi Owens almost 2 years ago in Admin & Settings 0 Coming Soon!

0 VOTE

Goals: charts by user in group goals

On Group goals - under the user detail section allow the clicking of the individual users and present the associated charts (per user)

Jessi Owens about 2 years ago in Goals 0 Already exists

0 VOTE

auto-populate Account to contact or Event when creating in mobile

On the mobile app, when adding a contact or creating an event from within an account - auto-populate that account name so that it removes the duplicated work.

Jessi Owens about 2 years ago in Accounts & Contacts 0

0 VOTE

Facility Type Filter on Goals Page for Admissions

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...

Josh Price about 2 years ago in Goals / Reporting 0

0 VOTE

Remove the pop-up window that automatically shows up behind the cursor.

Please consider removing the pop-up window that shows as the cursor scrolls the list of accounts/appointments in the calendar. Instead, adjust the command so that it must be clicked on to open the window.