All ideas

to include a filter to identify what the providers role was on the referral/ order

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

To provide Users to add notes without setting up an event.

One provider may work at multiple facilities (Accounts).

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.

All sales people would benefit

Is it possible to have a drag and drop feature on the CRM calendar? This would be very beneficial for our reps.

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

In mobile it is very easy to miss adding an account to a contact