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.
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Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
Leads - Track discussions, contacts, length to convert, etc.
Require extra fields similar to Events to monitor lead activity. These should include user, time, event type, account (linked to the lead), related contacts, and call/visit notes. This information is essential to assess the number of touchpoints n...
it would be great to be able to sort by only providers who have order our studies and not show any others
Most of the providers we are looking for are either in the psychiatry/neurology or NP category; any other provider is useless for us. on desktop its nice that we can filter, but on the app we cant.
Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown:
Assign Ownership
Remove Ownership
All (or can be titled Assign/Remove Ownership -OR- B...
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