Options to have the. Add Accounts list in the calendar to reflect the filtering from the Accounts tab

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.

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.

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.

Add the ability to duplicate an existing coaching template in settings.

Add a way for me to create a session for a user on web before moving to mobile to complete the form.

Add the ability to edit sessions on web.

We need a pop to offer event types rather than default.

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...

Allow us to submit sessions as completed or as draft on web.