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PINNED 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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Showing 234 of 234

Auto - Associating Account to new contact

on MOBILE APP, when under an account - it would be helpful when creating a Contact that it automatically associates to the Account you were in when you chose contact (and add)
Jessi Owens 2 months ago in Accounts & Contacts 0 Will not implement

Have option to duplicate time when duplicating events

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.
Madison Burns over 1 year ago in Calendar & Events 1 Future consideration

Ability to Create Folders to Organize Views in CRM

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.
Laura Green 10 months ago in Accounts & Contacts 0

Auto populate calendar events

Currently, all of the auto generated calendar events default to a face-to-face instead of the calendar event that was set. for instance, if you send an email, it defaults into the calendar as a face-to-face.
Guest 2 months ago in Calendar & Events 0

Adding ability to Search Accounts by Address in CRM Mobile APP

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.
Jill Cisco 10 months ago in Accounts & Contacts 1

Can we link or connect the providers to accounts when we create them/

When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...
Guest 5 months ago in Accounts & Contacts 0

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.
Bryan Costreie over 1 year ago in Accounts & Contacts 0 Future consideration

Default account association on events with contacts who have an associated account.

When creating an event from a Contacts page that is already associated to an account, it would be nice if the new event pulled in the associated account by default so the users do not have to attach the account to the event.
Ashley Scrimo 3 months ago in Calendar & Events 0

Add Market Spotlight Utilization to CRM Reporting + INS Reporting

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.
Guest 3 months ago in Reporting 0

Model your CRM after a Car Dealerships CRM.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...
Guest 3 months ago in Calendar & Events 0 Will not implement