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

Specifically, we need each marketer to view all referrals within their agency, not just their own.

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.

Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

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.

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.

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.

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...

Mirror the mapping capabilities from the App to the Web