A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...

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

to help properly categorize clients need other specialties : Wound Care

I’d like to schedule an event on my calendar with patients

Saves duplication of effort in Accounts to Leads.

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.

sometimes an admin may initially create the goal, but then a sales leader may then be in charge of updating it monthly

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.

ability to upload a document to the account or contact record. Or: facility contracts/agreements or physician standard orders. To be able to view in the field. Also show date file created/uploaded

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...