for visit frequency - if you select the freq from the dropdown, it should create an event for you using that contact
users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too
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
almost 3 years ago
in Accounts & Contacts
0
Future consideration
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.
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
12 months ago
in Coaching
0
Future consideration
Ability to set default number of results on Account or Contacts Tab
Some users would like to see the first 100 entries of their Accounts and so they always change the drop down results count and so they keep on changing the options from 10 to 100.
Setting up the crm we are going to market spotlight and adding physicians as contacts through assigning ownership. But to get the full functionality they all must be tied to an account. The suggestion was to add the physician as a "clinic" which i...
0
Future consideration
