CRM Idea Center
Add a new idea Subscribe
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.

  • Attach files
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