Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED
Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
Many to Many - Automatic association for Primary Account
When reps are on mobile, creating new contacts in the field requires multiple steps to associate accounts and contacts. There is no option to add associations when creating new contacts on mobile and requires two steps for accounts.
Coaching - add the ability for additional roles such as senior mentors to create and edit coaching sessions
Add ability for Senior Mentors, who are not considered managers but pair up with reps for ride-alongs, to create coaching sessions and submit templates for the AE.
Coaching - Notification for Managers when a Sales Rep has submitted a session draft
It would be helpful for managers to receive a notification once a sales rep has submitted their portion of the coaching form as a draft so the manager knows when they are good to submit a session as complete.
View search selection hold for bulk updating ownership
On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
0
