When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

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.

When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.

Need a way to trigger new fields to appear based on prior selections like recurrence in events.

When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...