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Status On Roadmap
Categories Accounts & Contacts
Created by Madison Levine
Created on Oct 3, 2023

RELATED IDEAS

Customize Ratings

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

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1 MERGED

please add "0" to the rating

Merged
need another rating level for disregarded accounts
Guest 11 months ago in Accounts & Contacts 0 On Roadmap
4 MERGED

Automatic Account Rating (like Automatic Contact Rating)

Merged
In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.
Madison Burns over 1 year ago in Accounts & Contacts 2 On Roadmap