Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Admin & Settings

Showing 3

Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last
Jessi Owens 2 months ago in Admin & Settings 0 Future consideration

Role Permission: Removing ownership from BoB

Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.
Jessi Owens 4 months ago in Admin & Settings 0 Future consideration

Leader territory configuration

Create ability to assign multiple branches more easily and across the board versus individually
Jessi Owens 5 months ago in Admin & Settings 0 Future consideration