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PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
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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.
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Ideas

    Showing 340 of 340

    Bulk upload Goals

    We need to have the ability for Admins to bulk upload goals within the CRM.
    Maegan Williams 1 day ago in Goals 0

    Delete future events upon user deactivation

    Automatically delete future events for users once they are disabled for CRM
    Jessi Owens 7 days ago in Admin & Settings 0

    Inactive User - deletion of future events increase

    Increase the ability to delete future events for inactive users from 10 to 100 at a time
    Jessi Owens 7 days ago in Calendar & Events 0

    Ability to bulk select contacts when creating an event

    Currently the customer has to repeat steps in order to associate multiple contacts to an event.
    Marissa Atwell 19 days ago in Calendar & Events 0

    Automate the population of Weekly Planning Meeting forms with data from Trella to eliminate manual data entry from Power BI

    It would be great if you could build a Weekly Planning Meeting (WPM) form in Trella's CRM to autofill statistics, eliminating manual data entry from Power BI.
    Ashley Scrimo 19 days ago in Coaching 0

    Ability to edit an already scheduled event to be reoccurring

    All reps would benefit from having the option to make the already scheduled event reoccurring by clicking Edit on the event and selecting Reoccurrence Type.
    Marissa Atwell 19 days ago in Calendar & Events 0

    for visit frequency - if you select the freq from the dropdown, it should create an event for you using that contact

    users expect that when you add a visit frequency, for the system to automatically create an event with the contact or account that you add the visit frequency too
    Guest 11 days ago in Calendar & Events 0

    HCPC Goals

    Add additional filters to allow us to create goals based on codes and recurring vs new orders.
    Alex Chesnutt 3 months ago in Goals 0 Future consideration

    Ability to view all referrals within their agency on Mobile app

    Specifically, we need each marketer to view all referrals within their agency, not just their own.
    Guest 13 days ago in Referrals 0

    Add a tab in mobile and a section on web where you can review coaching forms submitted that are associated with a specific account or contact.

    This would allow coaching forms to be searchable by account or contact association, which is helpful for pre-call planning and personal growth plan use cases.
    Ashley Scrimo about 2 months ago in Coaching 0