CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED 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.
Share feedback 2
PINNED Marketing Automation - 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.
Share feedback 0

All ideas

    On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?

    It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).
    Ashley Scrimo about 1 year ago in Accounts & Contacts 0

    Company Holidays

    Have the ability to block off company holidays on calendars
    Bryan Costreie 5 months ago in Calendar & Events 0

    Add the account scores field to the remove owner/approve owner change report.

    It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.
    Ashley Scrimo about 1 year ago in Reporting 0

    Events and Historical Call Views

    Changing the date to see monthly events or historical call notes is a hassle. Would love to see a buttom or tab to quickly see alternative views for the last 90 days, 6 months, Year of data or All data to quickly review notes on an account or cont...
    Guest 5 months ago in Accounts & Contacts 0

    Coaching Export Drafts

    LHC has requested to be able to export a coaching session draft. At this time you can only export completed ones.
    Maegan Williams 5 months ago in Coaching 0

    Delete future events upon user deactivation

    Automatically delete future events for users once they are disabled for CRM
    Jessi Owens 10 months ago in Admin & Settings 0

    Inactive User - deletion of future events increase

    Increase the ability to delete future events for inactive users from 10 to 100 at a time
    Jessi Owens 10 months ago in Calendar & Events 0

    Request Ownership - Notes Section added

    LHC+Amedisys has requested to have a notes section added to request ownership to state why they are asking for the account.
    Maegan Williams 5 months ago in Accounts & Contacts 0

    Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI

    It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.
    Ashley Scrimo 10 months ago in Coaching 0

    Ability to edit an already scheduled event to be reoccurring

    All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.
    Marissa Atwell 10 months ago in Calendar & Events 0