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CRM-I-491
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8
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Status
On Roadmap
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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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8
Merged ideas
2
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1
MERGED
please add "0" to the rating
Merged
need another rating level for disregarded accounts
Guest 12 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