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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.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 49

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman 6 months ago in Accounts & Contacts 0 Will not implement

Model your CRM after a Car Dealerships CRM.

I've used many CRMs when I worked in the auto industry in sales. I've been using this CRM Since January of this year when I started with my company. I've got to say, that this is perhaps the worst CRM I've ever used. It's clunky, slow, unintuitive...
Guest 2 months ago in Calendar & Events 0 Will not implement

Automatically convert contacts into accounts

when a contact is made automatically turn it into an account so that we don’t have to manually go in and add all the contacts to accounts
Guest 2 months ago in Accounts & Contacts 0 Will not implement

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessica Owens 8 months ago in Reporting 0 Will not implement

Making recurring event's Colorized

making recurring events colorized. That way when we glance at our events for the month, we can quickly determine which are recurring.
Marc Angelo De Guzman 7 months ago in Calendar & Events 0 Will not implement

MARCRM Overview Tab

Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins
Jessica Owens about 1 year ago in  0 Will not implement

switch for Menu bar Options (Top or Side)

To have an option base on User's familiarity of the software
Guest over 1 year ago in Admin & Settings 3 Will not implement

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest 8 months ago in Referrals 0 Will not implement

Default Event Type to "Call" when making a call from the Mobile App

When you call someone out of the mobile app, it automatically creates an event but doesn't default the event type to "Call".
Madison Burns over 1 year ago in Calendar & Events 0 Will not implement

ABILITY TO SELECT CONTACTS FROM MORE THAN ONE PAGE

NOW I CAN ONLY SELECT CONTACTS FROM ONE PAGE AFTER CHOOSING THE ACCOUNT WHEN ENTERING AN ACTIVITY
Guest 9 months ago in Calendar & Events 0 Will not implement