It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

This is supposed to be a tool to make sales reps successful and it is not able to be utilized in the field. You have to go home after a 9 or 10 hour day and log in on a computer to put in a ticket to add somebody new pointless.

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.

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

Example: Run Rate: (# admits / the currently completed working days) x total working days Ex: August has 22 working days and a rep has 14 admits with a goal of 33. 14 admits / 16 completed days (Friday's math) 14/16 = .875 .875 x 22 (#working ...

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

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.