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PINNED Marketing Automation - Email Marking Integration
Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
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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Showing 316 of 316

Customize Ratings

Customers want the ability to customize what is in the Account/Contact Rating field.
Madison Levine over 1 year ago in Accounts & Contacts 0 On Roadmap

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.
Bryan Costreie about 2 years ago in Accounts & Contacts 0 Future consideration

Have option to duplicate time when duplicating events

When you duplicate an event, it gives the option to select what elements you want duplicated. It would be nice to have the option to select the time.
Madison Burns over 2 years ago in Calendar & Events 1 Already exists

Adding an Option to Add Additional Communication Notes on CRM Mobile.

To provide Users to add notes without setting up an event.
Marc Angelo De Guzman over 1 year ago in Accounts & Contacts 0 Will not implement

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green almost 2 years ago in Reporting 2 Already exists

After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user mana...
Crisia Tolentino about 2 months ago in Accounts & Contacts 0

Coaching - Create Sessions on the Web

Add a way for me to create a session for a user on web before moving to mobile to complete the form.
Alex Chesnutt 4 months ago in Coaching 0 On Roadmap

Automatic Mileage Report

Ability for distance between events be calculated and added to a report at the end of the day to show the estimated mileage. This would be a mix between route tracking/planning and route optimization. "I would think like once the event is marked c...
Alex Chesnutt over 3 years ago in Expenses 0 On Roadmap

Many to Many - Automatic association for Primary Account

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.
Bryan Costreie 3 months ago in Accounts & Contacts 0

Mobile Event drag and drop

Add the ability to drag and drop events on mobile calendar similar to that of the web or Outlook mobile.
Jessi Owens 7 months ago in Calendar & Events 0 Will not implement