Pinned ideas

PINNED Interactive Map with Account Pins by Address

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

PINNED Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references

Accounts & Contacts

Showing 2

1 VOTE

Notifications - Request Ownership Notifications

The idea is to create an email notification system that alerts a leader or their immediate supervisor when a team member (e.g., Kevin Green) requests ownership of additional accounts. The email would include key details like the number of accounts...

Amery Zita about 1 year ago in Accounts & Contacts 0 On Roadmap

11 VOTE

Customize Ratings

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

Madison Levine about 2 years ago in Accounts & Contacts 0 On Roadmap

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