Customers want the ability to customize what is in the Account/Contact Rating field.
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.
I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.
Nica Yabut
over 2 years ago
in
0
Will not implement
Ability to choose Account or Contact for CRM when assigning from Data
When assigning a Facility or Physician from Market Spotlight or Marketscape Insights, provide an option of adding as an Account or Contact within the CRM