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CRM Idea Center
Status Future consideration
Categories Accounts & Contacts
Created by Bryan Costreie
Created on Apr 27, 2023

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.

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1 MERGED

Home page map shows accounts near by

Merged
When on the home page of the app, there is a map that shows the calls you have planned. It would be nice if it also showed accounts near by as well.
Victoria Poppino 12 months ago in Accounts & Contacts 0 Future consideration
1 MERGED

Map View of Accounts & Route Planning

Merged
This feature on the mobile app would help sales reps plan and strategize their day by being able to look at which accounts are near each other & eliminate the need to use alternate apps to track and plan their route, which would in turn cut wo...
Guest 10 months ago in Accounts & Contacts 0 Future consideration
0 MERGED

Map Function

Merged
Map section on desktop version to see their accounts over a map or export to Google Maps. Either all accounts or the staff members account.
Guest about 2 months ago in Accounts & Contacts 0 Future consideration