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
HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.
This would help users remember the events they need to complete each week so they are not forgotten. It would also act as a reminder to reschedule or remove any of the events that did not occur that week.
Contact sales zone updates to include reporting and custom field selection capabilities
It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...
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 2 years ago
in Accounts & Contacts
0
Future consideration
Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time
It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green
about 2 years ago
in Reporting
2
Already exists
Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"
customers are looking to customize additional goal filters based on other criteria. for example, given the integration, a customer may want to choose a field they are getting from the EHR to filter by.
0
