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PINNED Goals - Ability to Share Goals
As an admin, I would like to be able to see all the goals created by my users. As a manager, I would like to be able to share my teams goals with my manager.
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

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Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest 11 months ago in Calendar & Events 1 Coming Soon!

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart about 1 year ago in Reporting 0 Coming Soon!

Automation for Field Based Referrals

For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
Alex Chesnutt about 3 years ago in  0 Coming Soon!